Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.02%
3 year
5.84%
5 year
3.26%
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
67 months through Feb. 28, 2026Volatility (ann.)
5.76%
Sharpe
1.18
Sortino
2.26
Max drawdown
-8.15%
Best month
4.77%
Worst month
-3.45%
Beta vs VTSAX
-0.04
Correlation
-0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.