Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.45%
3 year
7.95%
5 year
7.68%
10 year
8.53%
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.)
12.19%
Sharpe
0.77
Sortino
1.34
Max drawdown
-25.12%
Best month
9.64%
Worst month
-16.39%
Beta vs VTSAX
0.65
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.