Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.42%
3 year
15.89%
5 year
15.62%
10 year
12.64%
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.)
16.31%
Sharpe
0.84
Sortino
1.43
Max drawdown
-27.75%
Best month
14.76%
Worst month
-16.39%
Beta vs VTSAX
0.32
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.