Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.95%
3 year
9.53%
5 year
7.31%
10 year
6.57%
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.)
4.03%
Sharpe
2.24
Sortino
5.26
Max drawdown
-10.26%
Best month
8.26%
Worst month
-9.34%
Beta vs VTSAX
0.27
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.