Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.40%
3 year
11.93%
5 year
6.18%
10 year
6.54%
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.)
8.51%
Sharpe
1.45
Sortino
2.73
Max drawdown
-20.15%
Best month
8.17%
Worst month
-11.59%
Beta vs VTSAX
0.65
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.