Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.45%
3 year
14.49%
5 year
15.90%
10 year
12.62%
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.)
15.26%
Sharpe
0.89
Sortino
1.45
Max drawdown
-29.16%
Best month
13.87%
Worst month
-21.63%
Beta vs VTSAX
0.50
Correlation
0.40
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.