Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.37%
3 year
14.46%
5 year
3.22%
10 year
12.23%
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.)
19.27%
Sharpe
0.72
Sortino
1.18
Max drawdown
-35.29%
Best month
14.95%
Worst month
-16.78%
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.