Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.30%
3 year
—
5 year
—
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
27 months through Jan. 31, 2026Volatility (ann.)
18.40%
Sharpe
0.60
Sortino
0.95
Max drawdown
-13.81%
Best month
8.70%
Worst month
-12.22%
Beta vs VTSAX
1.03
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.