Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.29%
3 year
7.96%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
59 months through Feb. 28, 2026Volatility (ann.)
5.59%
Sharpe
1.49
Sortino
2.94
Max drawdown
-16.49%
Best month
5.23%
Worst month
-5.25%
Beta vs VTSAX
0.37
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.