Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.55%
3 year
17.07%
5 year
10.01%
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
60 months through Feb. 28, 2026Volatility (ann.)
11.52%
Sharpe
1.11
Sortino
1.88
Max drawdown
-20.63%
Best month
7.43%
Worst month
-8.81%
Beta vs VTSAX
0.79
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.