Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.93%
3 year
10.80%
5 year
4.70%
10 year
6.52%
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.)
5.61%
Sharpe
1.99
Sortino
4.28
Max drawdown
-17.32%
Best month
5.88%
Worst month
-8.88%
Beta vs VTSAX
0.42
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.