Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.42%
3 year
17.19%
5 year
9.62%
10 year
11.24%
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.)
11.71%
Sharpe
1.46
Sortino
2.88
Max drawdown
-17.51%
Best month
13.92%
Worst month
-15.88%
Beta vs VTSAX
-0.11
Correlation
-0.12
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.