Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.48%
3 year
4.95%
5 year
-0.34%
10 year
—
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
78 months through Jan. 31, 2026Volatility (ann.)
4.88%
Sharpe
0.82
Sortino
1.42
Max drawdown
-17.23%
Best month
3.97%
Worst month
-4.41%
Beta vs VTSAX
0.25
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.