Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.87%
3 year
11.88%
5 year
9.34%
10 year
10.77%
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.)
9.61%
Sharpe
1.46
Sortino
2.72
Max drawdown
-20.20%
Best month
10.24%
Worst month
-13.07%
Beta vs VTSAX
0.63
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.