Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.55%
3 year
5.54%
5 year
—
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
43 months through Feb. 28, 2026Volatility (ann.)
2.16%
Sharpe
2.91
Sortino
7.63
Max drawdown
-1.34%
Best month
1.62%
Worst month
-1.34%
Beta vs VTSAX
0.01
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.