Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.79%
3 year
11.02%
5 year
10.18%
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
71 months through Feb. 28, 2026Volatility (ann.)
11.32%
Sharpe
1.27
Sortino
2.28
Max drawdown
-13.09%
Best month
12.68%
Worst month
-6.65%
Beta vs VTSAX
0.57
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.