Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.20%
3 year
9.90%
5 year
4.45%
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
68 months through Feb. 28, 2026Volatility (ann.)
8.16%
Sharpe
1.33
Sortino
2.48
Max drawdown
-17.70%
Best month
5.94%
Worst month
-6.12%
Beta vs VTSAX
0.57
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.