Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.02%
3 year
9.24%
5 year
3.80%
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.)
6.92%
Sharpe
1.39
Sortino
2.63
Max drawdown
-18.56%
Best month
6.17%
Worst month
-9.14%
Beta vs VTSAX
0.49
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.