Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.70%
3 year
9.08%
5 year
5.74%
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.)
3.36%
Sharpe
2.50
Sortino
5.59
Max drawdown
-5.64%
Best month
3.48%
Worst month
-3.45%
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.