Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.88%
3 year
9.84%
5 year
5.96%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
5.54%
Sharpe
1.72
Sortino
3.43
Max drawdown
-11.14%
Best month
5.63%
Worst month
-6.86%
Beta vs VTSAX
0.42
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.