Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.69%
3 year
20.60%
5 year
12.46%
10 year
14.43%
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.)
12.50%
Sharpe
1.49
Sortino
2.97
Max drawdown
-27.77%
Best month
12.37%
Worst month
-11.23%
Beta vs VTSAX
1.02
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.