Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.75%
3 year
23.55%
5 year
7.93%
10 year
12.28%
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.)
18.34%
Sharpe
1.00
Sortino
1.87
Max drawdown
-35.01%
Best month
19.90%
Worst month
-15.12%
Beta vs VTSAX
1.36
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.