Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.23%
3 year
16.53%
5 year
5.08%
10 year
11.92%
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.)
12.23%
Sharpe
1.37
Sortino
3.36
Max drawdown
-28.96%
Best month
12.25%
Worst month
-12.01%
Beta vs VTSAX
0.77
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.