Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.93%
3 year
8.77%
5 year
5.32%
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.)
2.24%
Sharpe
4.05
Sortino
20.97
Max drawdown
-7.23%
Best month
2.78%
Worst month
-6.80%
Beta vs VTSAX
0.07
Correlation
0.39
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.