Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.11%
3 year
28.64%
5 year
16.25%
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
78 months through Jan. 31, 2026Volatility (ann.)
12.77%
Sharpe
2.03
Sortino
4.50
Max drawdown
-25.88%
Best month
12.40%
Worst month
-13.61%
Beta vs VTSAX
1.03
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.