Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.63%
3 year
4.84%
5 year
3.37%
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.)
1.66%
Sharpe
2.74
Sortino
8.40
Max drawdown
-7.17%
Best month
2.64%
Worst month
-6.79%
Beta vs VTSAX
0.04
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.