Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.77%
3 year
15.28%
5 year
10.76%
10 year
—
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.)
15.63%
Sharpe
0.96
Sortino
1.85
Max drawdown
-27.05%
Best month
13.19%
Worst month
-19.14%
Beta vs VTSAX
1.13
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.