Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.35%
3 year
7.33%
5 year
9.21%
10 year
8.03%
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.)
12.98%
Sharpe
0.86
Sortino
1.48
Max drawdown
-30.97%
Best month
13.55%
Worst month
-20.55%
Beta vs VTSAX
0.59
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.