Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.65%
3 year
11.23%
5 year
10.08%
10 year
—
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.)
14.91%
Sharpe
0.88
Sortino
1.54
Max drawdown
-29.86%
Best month
13.24%
Worst month
-20.59%
Beta vs VTSAX
1.04
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.