Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.17%
3 year
25.72%
5 year
12.13%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Dec. 31, 2025Volatility (ann.)
16.48%
Sharpe
1.56
Sortino
3.10
Max drawdown
-30.05%
Best month
13.91%
Worst month
-11.35%
Beta vs VTSAX
1.12
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.