Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.79%
3 year
10.17%
5 year
4.33%
10 year
5.84%
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.)
7.17%
Sharpe
1.44
Sortino
2.71
Max drawdown
-17.58%
Best month
6.42%
Worst month
-5.63%
Beta vs VTSAX
0.52
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.