Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.55%
3 year
10.76%
5 year
3.78%
10 year
6.89%
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.)
6.15%
Sharpe
1.64
Sortino
3.44
Max drawdown
-11.97%
Best month
5.04%
Worst month
-4.38%
Beta vs VTSAX
0.34
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.