Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.62%
3 year
18.08%
5 year
13.11%
10 year
8.94%
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.)
9.45%
Sharpe
1.89
Sortino
3.99
Max drawdown
-18.82%
Best month
8.46%
Worst month
-7.77%
Beta vs VTSAX
0.74
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.