Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.08%
3 year
8.83%
5 year
5.09%
10 year
4.06%
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.)
8.31%
Sharpe
1.23
Sortino
2.65
Max drawdown
-3.84%
Best month
8.17%
Worst month
-3.12%
Beta vs VTSAX
0.41
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.