Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.81%
3 year
4.88%
5 year
6.30%
10 year
5.11%
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.)
12.64%
Sharpe
0.75
Sortino
1.25
Max drawdown
-14.38%
Best month
12.62%
Worst month
-7.41%
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.