Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.89%
3 year
8.04%
5 year
5.16%
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.)
1.97%
Sharpe
3.59
Sortino
15.89
Max drawdown
-12.36%
Best month
3.58%
Worst month
-11.35%
Beta vs VTSAX
0.10
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.