Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.35%
3 year
9.61%
5 year
7.72%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
10.95%
Sharpe
1.00
Sortino
1.74
Max drawdown
-19.09%
Best month
10.05%
Worst month
-11.66%
Beta vs VTSAX
0.70
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.