Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.30%
3 year
18.74%
5 year
18.83%
10 year
9.93%
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.)
9.51%
Sharpe
2.03
Sortino
4.36
Max drawdown
-19.47%
Best month
11.30%
Worst month
-10.50%
Beta vs VTSAX
0.54
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.