Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.58%
3 year
4.55%
5 year
3.88%
10 year
—
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
70 months through Feb. 28, 2026Volatility (ann.)
3.01%
Sharpe
1.68
Sortino
2.69
Max drawdown
-5.03%
Best month
4.18%
Worst month
-2.82%
Beta vs VTSAX
0.07
Correlation
0.27
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.