Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.45%
3 year
7.53%
5 year
—
10 year
—
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
62 months through Feb. 28, 2026Volatility (ann.)
4.44%
Sharpe
1.82
Sortino
3.68
Max drawdown
-13.16%
Best month
4.59%
Worst month
-4.16%
Beta vs VTSAX
0.29
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.