Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.59%
3 year
2.35%
5 year
0.12%
10 year
0.56%
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.)
3.62%
Sharpe
0.74
Sortino
1.15
Max drawdown
-8.21%
Best month
2.00%
Worst month
-2.30%
Beta vs VTSAX
0.10
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.