Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.55%
3 year
3.72%
5 year
1.27%
10 year
2.30%
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.)
2.74%
Sharpe
1.27
Sortino
2.42
Max drawdown
-6.62%
Best month
3.17%
Worst month
-3.20%
Beta vs VTSAX
0.15
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.