Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.98%
3 year
17.86%
5 year
13.02%
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.)
10.10%
Sharpe
1.75
Sortino
3.61
Max drawdown
-21.49%
Best month
11.05%
Worst month
-13.21%
Beta vs VTSAX
0.63
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.