Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.41%
3 year
5.28%
5 year
3.15%
10 year
4.12%
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 Feb. 28, 2026Volatility (ann.)
3.37%
Sharpe
1.66
Sortino
3.09
Max drawdown
-6.52%
Best month
5.21%
Worst month
-2.75%
Beta vs VTSAX
0.12
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.