Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.76%
3 year
10.38%
5 year
7.86%
10 year
12.14%
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.)
10.33%
Sharpe
0.93
Sortino
1.81
Max drawdown
-23.45%
Best month
12.30%
Worst month
-9.03%
Beta vs VTSAX
0.75
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.