Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.70%
3 year
16.52%
5 year
5.02%
10 year
8.87%
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
72 months through Feb. 28, 2026Volatility (ann.)
19.17%
Sharpe
0.78
Sortino
1.51
Max drawdown
-34.28%
Best month
13.58%
Worst month
-18.58%
Beta vs VTSAX
1.33
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.