Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.00%
3 year
2.93%
5 year
0.75%
10 year
1.06%
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.)
3.67%
Sharpe
0.91
Sortino
1.48
Max drawdown
-6.36%
Best month
2.01%
Worst month
-2.21%
Beta vs VTSAX
0.10
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.