Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.39%
3 year
3.84%
5 year
-0.10%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
4.52%
Sharpe
0.59
Sortino
0.86
Max drawdown
-16.34%
Best month
3.88%
Worst month
-7.21%
Beta vs VTSAX
0.26
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.