Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.71%
3 year
12.96%
5 year
8.25%
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.)
18.65%
Sharpe
0.63
Sortino
1.19
Max drawdown
-30.94%
Best month
16.94%
Worst month
-21.89%
Beta vs VTSAX
1.25
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.