Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.81%
3 year
6.02%
5 year
5.88%
10 year
5.00%
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
78 months through Jan. 31, 2026Volatility (ann.)
9.91%
Sharpe
0.69
Sortino
1.16
Max drawdown
-21.48%
Best month
9.76%
Worst month
-17.19%
Beta vs VTSAX
0.47
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.