Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.95%
3 year
15.05%
5 year
3.74%
10 year
12.73%
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.)
19.28%
Sharpe
0.75
Sortino
1.24
Max drawdown
-34.43%
Best month
14.99%
Worst month
-16.76%
Beta vs VTSAX
1.46
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.