Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.94%
3 year
6.92%
5 year
—
10 year
—
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
41 months through Feb. 28, 2026Volatility (ann.)
7.28%
Sharpe
1.20
Sortino
2.33
Max drawdown
-5.83%
Best month
4.17%
Worst month
-2.89%
Beta vs VTSAX
0.50
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.