Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.44%
3 year
39.30%
5 year
18.96%
10 year
23.02%
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.)
18.38%
Sharpe
1.86
Sortino
4.34
Max drawdown
-35.90%
Best month
14.68%
Worst month
-12.95%
Beta vs VTSAX
1.18
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.