Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.05%
3 year
9.76%
5 year
4.08%
10 year
5.80%
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
80 months through Feb. 28, 2026Volatility (ann.)
6.72%
Sharpe
1.49
Sortino
2.88
Max drawdown
-18.42%
Best month
6.22%
Worst month
-9.14%
Beta vs VTSAX
0.50
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.