Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
17.78%
5 year
6.20%
10 year
11.02%
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.)
18.00%
Sharpe
0.87
Sortino
1.61
Max drawdown
-33.16%
Best month
18.27%
Worst month
-21.36%
Beta vs VTSAX
1.35
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.