Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.71%
3 year
6.50%
5 year
3.68%
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.)
3.12%
Sharpe
2.16
Sortino
5.18
Max drawdown
-4.88%
Best month
2.57%
Worst month
-1.30%
Beta vs VTSAX
0.16
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.