Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.30%
3 year
4.08%
5 year
0.83%
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.)
2.84%
Sharpe
1.33
Sortino
2.57
Max drawdown
-8.73%
Best month
1.91%
Worst month
-2.50%
Beta vs VTSAX
0.08
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.