Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.40%
3 year
13.09%
5 year
7.01%
10 year
8.10%
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
60 months through Feb. 28, 2026Volatility (ann.)
8.33%
Sharpe
1.57
Sortino
3.02
Max drawdown
-19.50%
Best month
7.14%
Worst month
-6.68%
Beta vs VTSAX
0.64
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.