Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.11%
3 year
13.03%
5 year
12.32%
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.)
16.92%
Sharpe
0.71
Sortino
1.33
Max drawdown
-29.58%
Best month
12.79%
Worst month
-18.90%
Beta vs VTSAX
0.80
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.