Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.38%
3 year
10.20%
5 year
3.99%
10 year
9.59%
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.)
17.63%
Sharpe
0.60
Sortino
1.01
Max drawdown
-27.55%
Best month
15.71%
Worst month
-20.46%
Beta vs VTSAX
1.22
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.