Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.39%
3 year
10.75%
5 year
6.90%
10 year
9.01%
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.)
18.58%
Sharpe
0.63
Sortino
1.14
Max drawdown
-22.37%
Best month
13.15%
Worst month
-22.37%
Beta vs VTSAX
1.30
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.