Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.20%
3 year
20.81%
5 year
11.99%
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.)
12.13%
Sharpe
1.53
Sortino
3.06
Max drawdown
-23.68%
Best month
12.61%
Worst month
-14.88%
Beta vs VTSAX
0.96
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.