Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.22%
3 year
15.24%
5 year
15.82%
10 year
7.72%
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.)
13.58%
Sharpe
1.73
Sortino
3.89
Max drawdown
-45.29%
Best month
23.92%
Worst month
-37.48%
Beta vs VTSAX
0.50
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.