Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.25%
3 year
—
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
25 months through Feb. 28, 2026Volatility (ann.)
0.93%
Sharpe
7.08
Sortino
32.75
Max drawdown
-0.29%
Best month
0.84%
Worst month
-0.29%
Beta vs VTSAX
0.00
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.