Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.61%
3 year
13.22%
5 year
7.47%
10 year
—
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.)
18.10%
Sharpe
0.72
Sortino
1.27
Max drawdown
-30.78%
Best month
16.56%
Worst month
-21.81%
Beta vs VTSAX
1.28
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.