Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.40%
3 year
5.03%
5 year
2.43%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
77 months through Jan. 31, 2026Volatility (ann.)
5.86%
Sharpe
0.67
Sortino
1.16
Max drawdown
-5.98%
Best month
4.62%
Worst month
-4.27%
Beta vs VTSAX
0.29
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.