Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.36%
3 year
13.41%
5 year
6.99%
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.)
15.95%
Sharpe
0.92
Sortino
1.68
Max drawdown
-25.53%
Best month
14.03%
Worst month
-16.78%
Beta vs VTSAX
1.14
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.