Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
10.64%
5 year
—
10 year
—
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
51 months through Jan. 31, 2026Volatility (ann.)
13.32%
Sharpe
0.76
Sortino
1.37
Max drawdown
-16.38%
Best month
9.61%
Worst month
-9.66%
Beta vs VTSAX
0.88
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.