Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.77%
3 year
4.59%
5 year
0.97%
10 year
1.47%
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.)
1.97%
Sharpe
2.45
Sortino
7.68
Max drawdown
-9.29%
Best month
1.83%
Worst month
-2.11%
Beta vs VTSAX
0.09
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.