Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.09%
3 year
6.03%
5 year
7.08%
10 year
8.64%
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.)
10.79%
Sharpe
0.95
Sortino
1.59
Max drawdown
-21.38%
Best month
9.63%
Worst month
-13.07%
Beta vs VTSAX
0.46
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.