Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.88%
3 year
9.12%
5 year
4.03%
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.)
6.30%
Sharpe
1.50
Sortino
2.86
Max drawdown
-17.55%
Best month
5.73%
Worst month
-7.67%
Beta vs VTSAX
0.45
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.