Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.02%
3 year
4.66%
5 year
1.71%
10 year
3.33%
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
72 months through Jan. 31, 2026Volatility (ann.)
4.01%
Sharpe
1.03
Sortino
1.97
Max drawdown
-7.83%
Best month
4.55%
Worst month
-2.98%
Beta vs VTSAX
0.24
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.