Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.38%
3 year
12.48%
5 year
10.26%
10 year
9.15%
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.)
16.86%
Sharpe
0.83
Sortino
1.53
Max drawdown
-36.08%
Best month
13.94%
Worst month
-25.40%
Beta vs VTSAX
1.12
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.