Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.40%
3 year
16.81%
5 year
9.49%
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
78 months through Feb. 28, 2026Volatility (ann.)
9.42%
Sharpe
1.79
Sortino
3.55
Max drawdown
-21.41%
Best month
9.12%
Worst month
-8.29%
Beta vs VTSAX
0.77
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.