Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.15%
3 year
11.33%
5 year
9.55%
10 year
8.54%
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.)
18.71%
Sharpe
0.64
Sortino
1.14
Max drawdown
-20.13%
Best month
11.73%
Worst month
-10.12%
Beta vs VTSAX
1.17
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.