Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.80%
3 year
8.98%
5 year
3.53%
10 year
4.81%
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.)
6.95%
Sharpe
1.34
Sortino
2.52
Max drawdown
-18.74%
Best month
6.08%
Worst month
-9.18%
Beta vs VTSAX
0.50
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.