Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.95%
3 year
12.07%
5 year
8.68%
10 year
10.34%
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.)
15.98%
Sharpe
0.78
Sortino
1.40
Max drawdown
-29.76%
Best month
14.24%
Worst month
-20.25%
Beta vs VTSAX
1.13
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.