Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.25%
3 year
8.91%
5 year
5.61%
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.)
2.46%
Sharpe
3.09
Sortino
10.79
Max drawdown
-16.20%
Best month
4.63%
Worst month
-14.92%
Beta vs VTSAX
0.12
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.