Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.04%
3 year
14.90%
5 year
13.43%
10 year
15.81%
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.)
10.77%
Sharpe
1.36
Sortino
2.70
Max drawdown
-10.16%
Best month
12.08%
Worst month
-4.79%
Beta vs VTSAX
0.59
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.