Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.60%
3 year
7.73%
5 year
4.84%
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.)
1.96%
Sharpe
3.46
Sortino
12.88
Max drawdown
-12.42%
Best month
3.56%
Worst month
-11.39%
Beta vs VTSAX
0.10
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.