Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.73%
3 year
14.22%
5 year
11.69%
10 year
13.10%
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.)
10.80%
Sharpe
1.35
Sortino
2.46
Max drawdown
-21.90%
Best month
12.18%
Worst month
-12.37%
Beta vs VTSAX
0.77
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.