Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.50%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
31 months through Jan. 31, 2026Volatility (ann.)
3.85%
Sharpe
2.35
Sortino
7.04
Max drawdown
-2.36%
Best month
3.87%
Worst month
-1.20%
Beta vs VTSAX
0.25
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.