Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.03%
3 year
5.51%
5 year
3.23%
10 year
3.32%
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.)
3.19%
Sharpe
1.81
Sortino
3.27
Max drawdown
-5.15%
Best month
3.42%
Worst month
-2.78%
Beta vs VTSAX
0.13
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.