Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.49%
3 year
13.28%
5 year
5.92%
10 year
8.11%
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.)
7.31%
Sharpe
1.89
Sortino
3.95
Max drawdown
-21.51%
Best month
7.77%
Worst month
-10.96%
Beta vs VTSAX
0.56
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.