Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.94%
3 year
7.96%
5 year
2.38%
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.)
5.54%
Sharpe
1.45
Sortino
3.22
Max drawdown
-17.63%
Best month
5.75%
Worst month
-10.60%
Beta vs VTSAX
0.34
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.