Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.37%
3 year
28.01%
5 year
11.39%
10 year
15.25%
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.)
15.01%
Sharpe
1.59
Sortino
3.10
Max drawdown
-34.98%
Best month
14.18%
Worst month
-14.12%
Beta vs VTSAX
1.11
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.