Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.49%
3 year
4.40%
5 year
3.80%
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
79 months through Feb. 28, 2026Volatility (ann.)
6.41%
Sharpe
0.86
Sortino
1.44
Max drawdown
-10.25%
Best month
4.19%
Worst month
-3.67%
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.