Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.57%
3 year
6.54%
5 year
2.94%
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.)
13.58%
Sharpe
0.50
Sortino
0.82
Max drawdown
-22.63%
Best month
13.65%
Worst month
-12.33%
Beta vs VTSAX
0.65
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.