Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.16%
3 year
6.71%
5 year
5.21%
10 year
4.57%
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
79 months through Jan. 31, 2026Volatility (ann.)
4.56%
Sharpe
1.64
Sortino
3.70
Max drawdown
-4.59%
Best month
3.53%
Worst month
-4.59%
Beta vs VTSAX
0.11
Correlation
0.29
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.