Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.71%
3 year
11.42%
5 year
6.88%
10 year
6.95%
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.)
8.94%
Sharpe
1.52
Sortino
2.93
Max drawdown
-19.26%
Best month
8.07%
Worst month
-13.92%
Beta vs VTSAX
0.48
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.