Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
52.84%
3 year
23.76%
5 year
6.55%
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.)
20.61%
Sharpe
1.05
Sortino
2.49
Max drawdown
-36.97%
Best month
19.47%
Worst month
-9.98%
Beta vs VTSAX
0.83
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.