Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.28%
3 year
5.82%
5 year
0.99%
10 year
2.90%
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
77 months through Jan. 31, 2026Volatility (ann.)
6.00%
Sharpe
0.90
Sortino
1.50
Max drawdown
-5.01%
Best month
4.43%
Worst month
-4.88%
Beta vs VTSAX
0.38
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.