Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
5.75%
5 year
3.56%
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.)
3.19%
Sharpe
1.81
Sortino
3.21
Max drawdown
-5.48%
Best month
3.07%
Worst month
-3.78%
Beta vs VTSAX
0.12
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.