Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.84%
3 year
6.93%
5 year
4.06%
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
3.05
Sortino
10.00
Max drawdown
-12.55%
Best month
3.50%
Worst month
-11.46%
Beta vs VTSAX
0.10
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.