Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.74%
3 year
8.40%
5 year
2.93%
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.)
5.60%
Sharpe
1.56
Sortino
3.14
Max drawdown
-16.14%
Best month
5.23%
Worst month
-7.11%
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.