Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.89%
3 year
7.22%
5 year
7.66%
10 year
10.07%
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.)
13.12%
Sharpe
0.79
Sortino
1.29
Max drawdown
-23.30%
Best month
11.93%
Worst month
-13.66%
Beta vs VTSAX
0.76
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.