Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.28%
3 year
7.48%
5 year
7.27%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
30 months through Jan. 31, 2026Volatility (ann.)
6.61%
Sharpe
1.22
Sortino
2.61
Max drawdown
-4.55%
Best month
5.43%
Worst month
-2.59%
Beta vs VTSAX
0.37
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.