Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.59%
3 year
32.67%
5 year
14.82%
10 year
19.17%
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
79 months through Jan. 31, 2026Volatility (ann.)
14.82%
Sharpe
1.94
Sortino
4.46
Max drawdown
-32.69%
Best month
15.16%
Worst month
-13.39%
Beta vs VTSAX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.