Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.66%
3 year
10.25%
5 year
8.27%
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.)
14.90%
Sharpe
0.76
Sortino
1.37
Max drawdown
-15.70%
Best month
12.99%
Worst month
-15.53%
Beta vs VTSAX
0.98
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.