Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.48%
3 year
9.02%
5 year
2.71%
10 year
3.53%
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
54 months through Feb. 28, 2026Volatility (ann.)
7.35%
Sharpe
1.38
Sortino
2.48
Max drawdown
-15.59%
Best month
4.94%
Worst month
-5.09%
Beta vs VTSAX
0.49
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.