Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.70%
3 year
14.71%
5 year
9.07%
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.)
11.48%
Sharpe
1.08
Sortino
1.95
Max drawdown
-26.32%
Best month
10.71%
Worst month
-9.92%
Beta vs VTSAX
0.84
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.