Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.20%
3 year
14.89%
5 year
8.61%
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.)
13.22%
Sharpe
1.10
Sortino
2.17
Max drawdown
-12.88%
Best month
11.73%
Worst month
-8.97%
Beta vs VTSAX
0.71
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.