Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
11.78%
5 year
11.60%
10 year
10.20%
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.)
11.82%
Sharpe
1.29
Sortino
2.33
Max drawdown
-22.71%
Best month
11.42%
Worst month
-12.41%
Beta vs VTSAX
0.72
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.