Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.57%
3 year
8.79%
5 year
3.22%
10 year
5.03%
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.)
7.22%
Sharpe
1.35
Sortino
2.43
Max drawdown
-18.51%
Best month
6.17%
Worst month
-6.53%
Beta vs VTSAX
0.50
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.