Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.79%
3 year
14.40%
5 year
10.48%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
8.86%
Sharpe
1.60
Sortino
3.03
Max drawdown
-12.19%
Best month
9.06%
Worst month
-8.90%
Beta vs VTSAX
-0.06
Correlation
-0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.