Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.00%
3 year
7.66%
5 year
5.59%
10 year
9.54%
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
80 months through Feb. 28, 2026Volatility (ann.)
12.53%
Sharpe
0.84
Sortino
1.46
Max drawdown
-16.16%
Best month
12.62%
Worst month
-8.82%
Beta vs VTSAX
0.56
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.