Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.50%
3 year
3.36%
5 year
1.13%
10 year
1.44%
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
72 months through Feb. 28, 2026Volatility (ann.)
3.68%
Sharpe
1.01
Sortino
1.69
Max drawdown
-5.13%
Best month
2.13%
Worst month
-2.26%
Beta vs VTSAX
0.10
Correlation
0.34
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.