Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.56%
3 year
9.31%
5 year
3.45%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
6.27%
Sharpe
1.56
Sortino
2.96
Max drawdown
-18.04%
Best month
7.21%
Worst month
-10.90%
Beta vs VTSAX
0.46
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.