Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.02%
3 year
7.85%
5 year
3.99%
10 year
7.74%
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.)
5.96%
Sharpe
1.43
Sortino
3.28
Max drawdown
-12.81%
Best month
6.15%
Worst month
-3.51%
Beta vs VTSAX
0.33
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.