Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.66%
3 year
13.70%
5 year
6.52%
10 year
9.69%
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.)
18.57%
Sharpe
0.71
Sortino
1.27
Max drawdown
-31.62%
Best month
17.95%
Worst month
-22.88%
Beta vs VTSAX
1.32
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.