Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.06%
3 year
15.86%
5 year
7.36%
10 year
9.66%
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.)
8.75%
Sharpe
1.90
Sortino
3.99
Max drawdown
-25.00%
Best month
9.62%
Worst month
-12.89%
Beta vs VTSAX
0.68
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.