Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.98%
3 year
5.48%
5 year
3.23%
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.)
3.16%
Sharpe
1.84
Sortino
3.39
Max drawdown
-5.16%
Best month
3.51%
Worst month
-2.87%
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.