Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.25%
3 year
12.29%
5 year
7.53%
10 year
—
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
72 months through Feb. 28, 2026Volatility (ann.)
8.20%
Sharpe
1.44
Sortino
2.86
Max drawdown
-15.00%
Best month
8.33%
Worst month
-10.74%
Beta vs VTSAX
0.65
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.