Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.88%
3 year
14.23%
5 year
9.50%
10 year
8.22%
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.)
15.74%
Sharpe
1.06
Sortino
2.01
Max drawdown
-21.65%
Best month
15.87%
Worst month
-21.65%
Beta vs VTSAX
1.09
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.