Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.23%
3 year
13.24%
5 year
5.69%
10 year
9.27%
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.)
19.33%
Sharpe
0.66
Sortino
1.16
Max drawdown
-30.70%
Best month
18.38%
Worst month
-21.74%
Beta vs VTSAX
1.34
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.