Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.86%
3 year
8.63%
5 year
4.73%
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.)
3.67%
Sharpe
2.29
Sortino
5.22
Max drawdown
-7.93%
Best month
4.35%
Worst month
-7.93%
Beta vs VTSAX
0.18
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.