Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.79%
3 year
16.26%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through Jan. 31, 2026Volatility (ann.)
9.58%
Sharpe
1.48
Sortino
2.96
Max drawdown
-18.76%
Best month
7.84%
Worst month
-8.07%
Beta vs VTSAX
0.33
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.