Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.35%
3 year
12.46%
5 year
5.60%
10 year
7.49%
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.)
8.99%
Sharpe
1.34
Sortino
2.46
Max drawdown
-19.72%
Best month
7.47%
Worst month
-6.24%
Beta vs VTSAX
0.72
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.