Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.26%
3 year
9.38%
5 year
9.23%
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.)
13.30%
Sharpe
0.92
Sortino
1.57
Max drawdown
-18.91%
Best month
10.58%
Worst month
-7.40%
Beta vs VTSAX
0.07
Correlation
0.06
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.