Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.39%
3 year
8.43%
5 year
5.59%
10 year
5.55%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
5.01%
Sharpe
1.93
Sortino
3.77
Max drawdown
-16.97%
Best month
3.93%
Worst month
-13.46%
Beta vs VTSAX
0.36
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.