Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.26%
3 year
8.12%
5 year
2.92%
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.)
5.18%
Sharpe
1.59
Sortino
3.22
Max drawdown
-15.65%
Best month
4.84%
Worst month
-6.97%
Beta vs VTSAX
0.36
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.