Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.15%
3 year
4.07%
5 year
3.47%
10 year
2.27%
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
79 months through Feb. 28, 2026Volatility (ann.)
6.44%
Sharpe
0.80
Sortino
1.32
Max drawdown
-10.53%
Best month
4.14%
Worst month
-3.74%
Beta vs VTSAX
0.27
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.