Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.75%
3 year
18.71%
5 year
11.73%
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
68 months through Feb. 28, 2026Volatility (ann.)
11.90%
Sharpe
1.46
Sortino
2.77
Max drawdown
-26.02%
Best month
10.93%
Worst month
-9.13%
Beta vs VTSAX
0.98
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.