Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.43%
3 year
12.33%
5 year
9.35%
10 year
—
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.)
18.22%
Sharpe
0.70
Sortino
1.27
Max drawdown
-37.68%
Best month
17.54%
Worst month
-27.74%
Beta vs VTSAX
1.18
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.