Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.78%
3 year
7.82%
5 year
5.54%
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.)
7.23%
Sharpe
0.82
Sortino
1.58
Max drawdown
-15.95%
Best month
19.17%
Worst month
-8.98%
Beta vs VTSAX
0.34
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.