Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
12.47%
5 year
9.02%
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.)
15.98%
Sharpe
0.80
Sortino
1.46
Max drawdown
-29.72%
Best month
14.27%
Worst month
-20.25%
Beta vs VTSAX
1.13
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.