Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.01%
3 year
26.25%
5 year
13.42%
10 year
16.71%
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.)
16.91%
Sharpe
1.51
Sortino
2.89
Max drawdown
-29.78%
Best month
13.15%
Worst month
-10.49%
Beta vs VTSAX
1.23
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.