Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.16%
3 year
11.95%
5 year
5.96%
10 year
7.93%
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.)
17.86%
Sharpe
0.55
Sortino
1.00
Max drawdown
-26.32%
Best month
17.81%
Worst month
-10.87%
Beta vs VTSAX
1.23
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.