Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.19%
3 year
10.61%
5 year
13.36%
10 year
11.04%
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.)
18.00%
Sharpe
0.72
Sortino
1.24
Max drawdown
-40.41%
Best month
20.58%
Worst month
-28.48%
Beta vs VTSAX
1.04
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.