Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.08%
3 year
10.40%
5 year
4.41%
10 year
6.05%
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.)
6.28%
Sharpe
1.70
Sortino
3.33
Max drawdown
-17.61%
Best month
5.63%
Worst month
-6.15%
Beta vs VTSAX
0.45
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.