Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.81%
3 year
15.60%
5 year
9.05%
10 year
8.41%
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.)
8.45%
Sharpe
2.08
Sortino
4.77
Max drawdown
-21.19%
Best month
8.93%
Worst month
-13.49%
Beta vs VTSAX
0.45
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.