Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.61%
3 year
13.51%
5 year
8.45%
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.)
4.74%
Sharpe
2.74
Sortino
7.06
Max drawdown
-13.07%
Best month
5.78%
Worst month
-6.17%
Beta vs VTSAX
0.38
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.