Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.42%
3 year
9.34%
5 year
5.86%
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.)
2.25%
Sharpe
4.29
Sortino
24.60
Max drawdown
-7.07%
Best month
2.72%
Worst month
-6.68%
Beta vs VTSAX
0.08
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.