Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.32%
3 year
8.17%
5 year
2.96%
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
80 months through Feb. 28, 2026Volatility (ann.)
5.20%
Sharpe
1.60
Sortino
3.24
Max drawdown
-15.60%
Best month
4.84%
Worst month
-7.03%
Beta vs VTSAX
0.36
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.