Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.21%
3 year
13.62%
5 year
8.48%
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.)
7.84%
Sharpe
1.67
Sortino
3.35
Max drawdown
-18.24%
Best month
7.93%
Worst month
-8.91%
Beta vs VTSAX
0.57
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.