Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.48%
3 year
7.19%
5 year
4.02%
10 year
7.24%
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
72 months through Feb. 28, 2026Volatility (ann.)
12.13%
Sharpe
0.75
Sortino
1.39
Max drawdown
-17.18%
Best month
8.40%
Worst month
-6.58%
Beta vs VTSAX
0.79
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.