Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.89%
3 year
8.11%
5 year
3.14%
10 year
4.44%
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.)
4.34%
Sharpe
1.89
Sortino
4.02
Max drawdown
-13.64%
Best month
4.14%
Worst month
-5.74%
Beta vs VTSAX
0.30
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.