Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.14%
3 year
10.77%
5 year
11.16%
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.)
11.23%
Sharpe
0.96
Sortino
1.71
Max drawdown
-22.00%
Best month
11.97%
Worst month
-12.70%
Beta vs VTSAX
0.70
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.