Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.06%
3 year
7.41%
5 year
2.25%
10 year
4.38%
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
72 months through Feb. 28, 2026Volatility (ann.)
5.36%
Sharpe
1.47
Sortino
2.79
Max drawdown
-14.12%
Best month
4.25%
Worst month
-4.03%
Beta vs VTSAX
0.34
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.