Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.15%
3 year
10.12%
5 year
10.10%
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 Jan. 31, 2026Volatility (ann.)
10.31%
Sharpe
1.04
Sortino
1.85
Max drawdown
-25.52%
Best month
10.03%
Worst month
-15.63%
Beta vs VTSAX
0.57
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.