Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.46%
3 year
7.00%
5 year
5.50%
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
79 months through Jan. 31, 2026Volatility (ann.)
4.54%
Sharpe
1.72
Sortino
3.93
Max drawdown
-4.55%
Best month
3.47%
Worst month
-4.55%
Beta vs VTSAX
0.10
Correlation
0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.