Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.93%
3 year
17.11%
5 year
9.19%
10 year
10.73%
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.)
14.65%
Sharpe
1.23
Sortino
2.25
Max drawdown
-19.14%
Best month
10.53%
Worst month
-12.05%
Beta vs VTSAX
0.59
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.