Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.96%
3 year
12.78%
5 year
6.88%
10 year
10.44%
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.)
14.46%
Sharpe
0.90
Sortino
1.70
Max drawdown
-26.08%
Best month
14.55%
Worst month
-17.77%
Beta vs VTSAX
1.09
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.