Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.50%
3 year
7.08%
5 year
4.07%
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.)
2.10%
Sharpe
2.88
Sortino
9.63
Max drawdown
-12.84%
Best month
3.72%
Worst month
-11.65%
Beta vs VTSAX
0.13
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.