Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.90%
3 year
13.38%
5 year
11.33%
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.)
10.30%
Sharpe
1.22
Sortino
2.31
Max drawdown
-22.62%
Best month
13.21%
Worst month
-13.42%
Beta vs VTSAX
0.74
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.