Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.21%
3 year
12.47%
5 year
9.64%
10 year
9.07%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
17.28%
Sharpe
0.64
Sortino
1.23
Max drawdown
-39.01%
Best month
18.31%
Worst month
-28.90%
Beta vs VTSAX
1.06
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.