Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.01%
3 year
6.83%
5 year
3.72%
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.)
1.56%
Sharpe
4.02
Sortino
21.14
Max drawdown
-7.87%
Best month
3.12%
Worst month
-2.89%
Beta vs VTSAX
0.11
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.