Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.85%
3 year
12.25%
5 year
7.89%
10 year
10.14%
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.)
10.16%
Sharpe
1.44
Sortino
2.92
Max drawdown
-20.87%
Best month
10.45%
Worst month
-12.11%
Beta vs VTSAX
0.65
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.