Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.55%
3 year
5.51%
5 year
6.94%
10 year
5.74%
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.)
12.69%
Sharpe
0.80
Sortino
1.34
Max drawdown
-13.94%
Best month
12.69%
Worst month
-7.39%
Beta vs VTSAX
0.53
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.