Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.04%
3 year
24.26%
5 year
11.67%
10 year
13.04%
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.)
12.98%
Sharpe
1.64
Sortino
3.37
Max drawdown
-29.28%
Best month
12.14%
Worst month
-11.67%
Beta vs VTSAX
1.00
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.