Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.34%
3 year
10.78%
5 year
9.27%
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
72 months through Feb. 28, 2026Volatility (ann.)
14.78%
Sharpe
0.80
Sortino
1.46
Max drawdown
-15.45%
Best month
13.13%
Worst month
-15.45%
Beta vs VTSAX
0.97
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.