Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.21%
3 year
11.98%
5 year
5.47%
10 year
7.34%
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
80 months through Feb. 28, 2026Volatility (ann.)
8.45%
Sharpe
1.46
Sortino
2.83
Max drawdown
-21.43%
Best month
8.37%
Worst month
-11.20%
Beta vs VTSAX
0.65
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.