Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.48%
3 year
12.61%
5 year
7.88%
10 year
9.87%
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.)
17.50%
Sharpe
0.79
Sortino
1.42
Max drawdown
-22.15%
Best month
17.28%
Worst month
-22.15%
Beta vs VTSAX
0.13
Correlation
0.09
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.