Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.45%
3 year
9.18%
5 year
5.24%
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.)
3.69%
Sharpe
2.43
Sortino
5.71
Max drawdown
-7.91%
Best month
4.41%
Worst month
-7.91%
Beta vs VTSAX
0.18
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.