Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.80%
3 year
8.28%
5 year
8.68%
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
72 months through Feb. 28, 2026Volatility (ann.)
4.87%
Sharpe
1.75
Sortino
3.58
Max drawdown
-5.25%
Best month
4.72%
Worst month
-5.25%
Beta vs VTSAX
0.07
Correlation
0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.