Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.65%
3 year
14.15%
5 year
3.63%
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.)
13.92%
Sharpe
0.68
Sortino
1.17
Max drawdown
-35.82%
Best month
11.27%
Worst month
-11.04%
Beta vs VTSAX
1.00
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.