Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.05%
3 year
13.53%
5 year
11.25%
10 year
11.39%
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
33 months through Feb. 28, 2026Volatility (ann.)
12.37%
Sharpe
1.31
Sortino
2.72
Max drawdown
-8.86%
Best month
9.44%
Worst month
-5.65%
Beta vs VTSAX
0.87
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.