Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.71%
3 year
13.29%
5 year
18.13%
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.)
12.51%
Sharpe
1.25
Sortino
2.18
Max drawdown
-42.27%
Best month
16.24%
Worst month
-26.86%
Beta vs VTSAX
0.37
Correlation
0.36
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.