Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.92%
3 year
11.91%
5 year
13.78%
10 year
12.17%
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.)
21.19%
Sharpe
0.51
Sortino
0.92
Max drawdown
-37.74%
Best month
25.29%
Worst month
-24.10%
Beta vs VTSAX
1.35
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.