Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.33%
3 year
17.08%
5 year
9.58%
10 year
10.69%
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.)
9.31%
Sharpe
1.84
Sortino
3.65
Max drawdown
-21.51%
Best month
9.03%
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.