Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.27%
3 year
10.54%
5 year
10.12%
10 year
8.03%
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.)
14.78%
Sharpe
0.74
Sortino
1.30
Max drawdown
-40.56%
Best month
19.46%
Worst month
-29.37%
Beta vs VTSAX
1.04
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.