Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.40%
3 year
7.72%
5 year
3.97%
10 year
8.99%
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.)
14.00%
Sharpe
0.59
Sortino
1.00
Max drawdown
-21.56%
Best month
13.92%
Worst month
-13.37%
Beta vs VTSAX
0.74
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.