Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.97%
3 year
10.97%
5 year
12.49%
10 year
6.62%
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.)
7.29%
Sharpe
1.82
Sortino
3.72
Max drawdown
-18.51%
Best month
8.95%
Worst month
-10.94%
Beta vs VTSAX
0.44
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.