Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.20%
3 year
10.65%
5 year
14.13%
10 year
8.83%
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.)
16.11%
Sharpe
0.72
Sortino
1.29
Max drawdown
-35.93%
Best month
17.74%
Worst month
-23.52%
Beta vs VTSAX
1.07
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.