Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.33%
3 year
8.19%
5 year
2.97%
10 year
4.59%
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
80 months through Feb. 28, 2026Volatility (ann.)
5.15%
Sharpe
1.62
Sortino
3.28
Max drawdown
-15.54%
Best month
4.74%
Worst month
-6.96%
Beta vs VTSAX
0.35
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.