Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.63%
3 year
6.98%
5 year
4.30%
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
72 months through Feb. 28, 2026Volatility (ann.)
8.18%
Sharpe
0.75
Sortino
1.30
Max drawdown
-10.25%
Best month
6.73%
Worst month
-5.69%
Beta vs VTSAX
0.45
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.