Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.22%
3 year
3.09%
5 year
1.66%
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.)
4.87%
Sharpe
0.78
Sortino
1.39
Max drawdown
-13.81%
Best month
3.50%
Worst month
-5.75%
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.