Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.23%
3 year
16.41%
5 year
6.46%
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.)
17.35%
Sharpe
0.89
Sortino
1.65
Max drawdown
-31.27%
Best month
12.84%
Worst month
-20.34%
Beta vs VTSAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.