Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.37%
3 year
4.11%
5 year
2.68%
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.)
4.89%
Sharpe
0.99
Sortino
1.87
Max drawdown
-11.53%
Best month
3.67%
Worst month
-5.72%
Beta vs VTSAX
0.01
Correlation
0.02
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.