Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.69%
3 year
12.17%
5 year
10.45%
10 year
9.56%
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.)
10.69%
Sharpe
1.42
Sortino
2.66
Max drawdown
-22.73%
Best month
11.97%
Worst month
-12.83%
Beta vs VTSAX
0.72
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.