Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.98%
3 year
15.14%
5 year
14.64%
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
39 months through Feb. 28, 2026Volatility (ann.)
10.39%
Sharpe
1.34
Sortino
2.49
Max drawdown
-10.14%
Best month
6.13%
Worst month
-6.02%
Beta vs VTSAX
0.17
Correlation
0.20
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.