Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.42%
3 year
12.21%
5 year
10.15%
10 year
11.44%
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.)
17.57%
Sharpe
0.76
Sortino
1.34
Max drawdown
-29.05%
Best month
12.71%
Worst month
-17.67%
Beta vs VTSAX
1.20
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.