Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.61%
3 year
11.97%
5 year
7.83%
10 year
8.91%
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.)
16.64%
Sharpe
0.78
Sortino
1.46
Max drawdown
-22.12%
Best month
15.41%
Worst month
-22.12%
Beta vs VTSAX
0.10
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.