Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.06%
3 year
13.40%
5 year
11.70%
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.)
9.89%
Sharpe
1.35
Sortino
2.47
Max drawdown
-18.23%
Best month
9.52%
Worst month
-10.38%
Beta vs VTSAX
0.71
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.