Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.90%
3 year
12.55%
5 year
10.50%
10 year
11.09%
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.)
12.00%
Sharpe
1.23
Sortino
2.27
Max drawdown
-25.97%
Best month
13.20%
Worst month
-16.19%
Beta vs VTSAX
0.80
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.