Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.95%
3 year
8.54%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
49 months through Feb. 28, 2026Volatility (ann.)
4.88%
Sharpe
1.67
Sortino
3.75
Max drawdown
-12.41%
Best month
6.58%
Worst month
-7.23%
Beta vs VTSAX
0.32
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.