Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.75%
3 year
4.52%
5 year
1.27%
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.)
2.88%
Sharpe
1.45
Sortino
2.86
Max drawdown
-7.99%
Best month
1.96%
Worst month
-2.46%
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.