Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.40%
3 year
17.16%
5 year
9.66%
10 year
10.78%
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.)
9.30%
Sharpe
1.85
Sortino
3.68
Max drawdown
-21.49%
Best month
9.02%
Worst month
-8.27%
Beta vs VTSAX
0.76
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.