Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.28%
3 year
8.55%
5 year
8.91%
10 year
9.11%
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.)
9.89%
Sharpe
1.26
Sortino
2.27
Max drawdown
-14.49%
Best month
10.56%
Worst month
-14.49%
Beta vs VTSAX
0.04
Correlation
0.04
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.