Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.80%
3 year
10.73%
5 year
7.86%
10 year
9.97%
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.)
15.96%
Sharpe
0.76
Sortino
1.37
Max drawdown
-20.13%
Best month
14.28%
Worst month
-20.13%
Beta vs VTSAX
0.04
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.