Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.74%
3 year
7.39%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through Feb. 28, 2026Volatility (ann.)
8.99%
Sharpe
0.95
Sortino
1.66
Max drawdown
-10.02%
Best month
5.01%
Worst month
-5.46%
Beta vs VTSAX
0.59
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.