Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.99%
3 year
8.83%
5 year
4.95%
10 year
8.73%
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
72 months through Feb. 28, 2026Volatility (ann.)
5.95%
Sharpe
1.60
Sortino
3.85
Max drawdown
-11.21%
Best month
6.22%
Worst month
-3.44%
Beta vs VTSAX
0.33
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.