Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.62%
3 year
18.56%
5 year
10.14%
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.)
10.30%
Sharpe
1.67
Sortino
3.37
Max drawdown
-23.18%
Best month
11.08%
Worst month
-10.22%
Beta vs VTSAX
0.83
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.