Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.90%
3 year
37.62%
5 year
14.50%
10 year
19.53%
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.)
17.07%
Sharpe
1.89
Sortino
3.86
Max drawdown
-39.13%
Best month
17.04%
Worst month
-14.16%
Beta vs VTSAX
1.23
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.