Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.26%
3 year
4.92%
5 year
1.65%
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.)
2.85%
Sharpe
1.61
Sortino
3.39
Max drawdown
-7.55%
Best month
1.99%
Worst month
-2.43%
Beta vs VTSAX
0.08
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.