Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.60%
3 year
11.79%
5 year
10.02%
10 year
11.46%
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.)
11.23%
Sharpe
1.18
Sortino
2.12
Max drawdown
-20.91%
Best month
9.46%
Worst month
-13.66%
Beta vs VTSAX
0.81
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.