Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.70%
3 year
14.94%
5 year
8.94%
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
72 months through Jan. 31, 2026Volatility (ann.)
10.70%
Sharpe
1.19
Sortino
2.26
Max drawdown
-19.60%
Best month
12.79%
Worst month
-11.49%
Beta vs VTSAX
0.76
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.