Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.03%
3 year
4.87%
5 year
-0.33%
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
78 months through Feb. 28, 2026Volatility (ann.)
4.67%
Sharpe
1.14
Sortino
2.36
Max drawdown
-15.78%
Best month
4.00%
Worst month
-3.57%
Beta vs VTSAX
0.22
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.