Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.65%
3 year
11.78%
5 year
8.89%
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.)
19.77%
Sharpe
0.63
Sortino
1.14
Max drawdown
-35.62%
Best month
19.31%
Worst month
-24.63%
Beta vs VTSAX
1.23
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.