Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.46%
3 year
6.83%
5 year
8.89%
10 year
11.54%
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.)
13.59%
Sharpe
0.93
Sortino
1.62
Max drawdown
-21.56%
Best month
13.19%
Worst month
-11.81%
Beta vs VTSAX
0.66
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.