Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.73%
3 year
19.62%
5 year
27.59%
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.)
15.78%
Sharpe
1.37
Sortino
2.92
Max drawdown
-52.47%
Best month
29.35%
Worst month
-41.94%
Beta vs VTSAX
0.65
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.