Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.12%
3 year
11.16%
5 year
6.48%
10 year
—
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
72 months through Feb. 28, 2026Volatility (ann.)
7.78%
Sharpe
1.36
Sortino
2.65
Max drawdown
-14.86%
Best month
7.78%
Worst month
-9.58%
Beta vs VTSAX
0.61
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.