Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.03%
3 year
11.65%
5 year
7.65%
10 year
9.89%
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.)
18.98%
Sharpe
0.59
Sortino
1.08
Max drawdown
-22.80%
Best month
14.74%
Worst month
-22.80%
Beta vs VTSAX
1.22
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.