Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.10%
3 year
14.47%
5 year
7.43%
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
49 months through Jan. 31, 2026Volatility (ann.)
8.33%
Sharpe
1.42
Sortino
2.78
Max drawdown
-17.85%
Best month
7.05%
Worst month
-7.22%
Beta vs VTSAX
0.28
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.