Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.84%
3 year
7.62%
5 year
4.51%
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
4.57
Sortino
32.94
Max drawdown
-7.35%
Best month
3.17%
Worst month
-2.82%
Beta vs VTSAX
0.11
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.