Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.51%
3 year
8.22%
5 year
5.18%
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.)
2.06%
Sharpe
3.48
Sortino
14.98
Max drawdown
-12.66%
Best month
3.80%
Worst month
-11.54%
Beta vs VTSAX
0.12
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.