Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.81%
3 year
11.53%
5 year
8.60%
10 year
8.66%
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.)
9.46%
Sharpe
1.32
Sortino
2.48
Max drawdown
-20.00%
Best month
12.85%
Worst month
-13.17%
Beta vs VTSAX
0.67
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.