Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.70%
3 year
14.95%
5 year
10.63%
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
69 months through Jan. 31, 2026Volatility (ann.)
13.25%
Sharpe
0.94
Sortino
1.74
Max drawdown
-26.45%
Best month
12.91%
Worst month
-17.96%
Beta vs VTSAX
0.28
Correlation
0.25
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.