Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.69%
3 year
9.22%
5 year
3.57%
10 year
5.20%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
77 months through Jan. 31, 2026Volatility (ann.)
6.97%
Sharpe
1.28
Sortino
2.28
Max drawdown
-5.93%
Best month
5.35%
Worst month
-5.80%
Beta vs VTSAX
0.50
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.