Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.04%
3 year
17.28%
5 year
6.11%
10 year
12.92%
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.)
14.58%
Sharpe
1.13
Sortino
2.02
Max drawdown
-34.10%
Best month
19.80%
Worst month
-11.71%
Beta vs VTSAX
1.05
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.