Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.40%
3 year
6.39%
5 year
4.16%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
3.32%
Sharpe
2.25
Sortino
5.19
Max drawdown
-7.19%
Best month
2.98%
Worst month
-4.75%
Beta vs VTSAX
0.22
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.