Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.07%
3 year
9.03%
5 year
10.19%
10 year
12.47%
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.)
11.07%
Sharpe
1.21
Sortino
2.00
Max drawdown
-26.94%
Best month
19.73%
Worst month
-16.54%
Beta vs VTSAX
0.58
Correlation
0.63
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.