Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.12%
3 year
2.51%
5 year
0.16%
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
66 months through Feb. 28, 2026Volatility (ann.)
5.59%
Sharpe
0.43
Sortino
0.65
Max drawdown
-13.67%
Best month
2.65%
Worst month
-2.56%
Beta vs VTSAX
0.28
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.