Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.77%
3 year
23.73%
5 year
14.72%
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
78 months through Jan. 31, 2026Volatility (ann.)
12.55%
Sharpe
1.73
Sortino
3.60
Max drawdown
-25.95%
Best month
12.39%
Worst month
-12.54%
Beta vs VTSAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.