Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.66%
3 year
6.22%
5 year
4.43%
10 year
5.53%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
2.94%
Sharpe
1.84
Sortino
4.35
Max drawdown
-3.27%
Best month
3.20%
Worst month
-1.59%
Beta vs VTSAX
0.18
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.