Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.08%
3 year
4.85%
5 year
1.58%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through Jan. 31, 2026Volatility (ann.)
2.82%
Sharpe
1.60
Sortino
3.30
Max drawdown
-7.53%
Best month
1.97%
Worst month
-2.44%
Beta vs VTSAX
0.08
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.