Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.90%
3 year
8.22%
5 year
4.93%
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.)
3.33%
Sharpe
2.27
Sortino
4.89
Max drawdown
-5.88%
Best month
3.49%
Worst month
-3.46%
Beta vs VTSAX
0.05
Correlation
0.19
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.