Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.64%
3 year
29.57%
5 year
13.03%
10 year
16.53%
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.)
14.99%
Sharpe
1.75
Sortino
3.73
Max drawdown
-32.56%
Best month
15.26%
Worst month
-13.28%
Beta vs VTSAX
1.12
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.