Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.15%
3 year
4.01%
5 year
-0.99%
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
78 months through Feb. 28, 2026Volatility (ann.)
5.61%
Sharpe
0.77
Sortino
1.41
Max drawdown
-18.62%
Best month
5.12%
Worst month
-4.45%
Beta vs VTSAX
0.30
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.