Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.15%
3 year
14.38%
5 year
11.09%
10 year
10.91%
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
73 months through Feb. 28, 2026Volatility (ann.)
21.23%
Sharpe
0.60
Sortino
1.09
Max drawdown
-26.65%
Best month
12.15%
Worst month
-18.91%
Beta vs VTSAX
1.38
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.