Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.49%
3 year
9.18%
5 year
5.87%
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.)
2.50%
Sharpe
3.15
Sortino
11.19
Max drawdown
-16.17%
Best month
4.65%
Worst month
-14.90%
Beta vs VTSAX
0.13
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.