Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.62%
3 year
7.21%
5 year
4.46%
10 year
3.38%
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
78 months through Feb. 28, 2026Volatility (ann.)
3.01%
Sharpe
2.79
Sortino
11.05
Max drawdown
-6.72%
Best month
2.92%
Worst month
-4.17%
Beta vs VTSAX
0.03
Correlation
0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.