Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.03%
3 year
14.27%
5 year
6.94%
10 year
11.98%
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
60 months through Feb. 28, 2026Volatility (ann.)
13.85%
Sharpe
0.97
Sortino
1.65
Max drawdown
-24.35%
Best month
7.53%
Worst month
-10.64%
Beta vs VTSAX
0.98
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.