Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.43%
3 year
13.63%
5 year
11.51%
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
78 months through Feb. 28, 2026Volatility (ann.)
11.58%
Sharpe
1.30
Sortino
2.44
Max drawdown
-26.89%
Best month
11.88%
Worst month
-17.39%
Beta vs VTSAX
0.82
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.