Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.32%
3 year
8.63%
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.)
12.55%
Sharpe
0.70
Sortino
1.14
Max drawdown
-29.94%
Best month
11.79%
Worst month
-19.07%
Beta vs VTSAX
0.73
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.