Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.72%
3 year
10.85%
5 year
5.23%
10 year
7.62%
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.)
7.89%
Sharpe
1.43
Sortino
2.71
Max drawdown
-20.65%
Best month
7.26%
Worst month
-9.75%
Beta vs VTSAX
0.59
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.