Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.28%
3 year
9.83%
5 year
7.58%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
4.03%
Sharpe
2.31
Sortino
5.58
Max drawdown
-10.07%
Best month
8.26%
Worst month
-9.35%
Beta vs VTSAX
0.28
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.