Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.81%
3 year
5.66%
5 year
2.90%
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.)
5.77%
Sharpe
1.15
Sortino
2.19
Max drawdown
-8.97%
Best month
4.73%
Worst month
-4.17%
Beta vs VTSAX
-0.05
Correlation
-0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.