Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.73%
3 year
23.31%
5 year
—
10 year
—
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
39 months through Jan. 31, 2026Volatility (ann.)
11.86%
Sharpe
1.79
Sortino
3.75
Max drawdown
-8.35%
Best month
9.52%
Worst month
-5.97%
Beta vs VTSAX
0.97
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.