Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.53%
3 year
8.83%
5 year
3.76%
10 year
5.93%
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
78 months through Feb. 28, 2026Volatility (ann.)
6.32%
Sharpe
1.45
Sortino
2.74
Max drawdown
-17.72%
Best month
5.74%
Worst month
-7.73%
Beta vs VTSAX
0.45
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.