Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.02%
3 year
4.65%
5 year
-0.63%
10 year
1.77%
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
77 months through Jan. 31, 2026Volatility (ann.)
5.85%
Sharpe
0.61
Sortino
1.03
Max drawdown
-6.20%
Best month
4.57%
Worst month
-4.36%
Beta vs VTSAX
0.29
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.