Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.86%
3 year
3.70%
5 year
1.38%
10 year
1.89%
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
78 months through Jan. 31, 2026Volatility (ann.)
2.94%
Sharpe
1.17
Sortino
2.35
Max drawdown
-6.69%
Best month
3.13%
Worst month
-1.77%
Beta vs VTSAX
0.17
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.