Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.23%
3 year
11.61%
5 year
10.19%
10 year
9.29%
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.)
15.67%
Sharpe
0.76
Sortino
1.37
Max drawdown
-18.86%
Best month
11.31%
Worst month
-10.61%
Beta vs VTSAX
1.07
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.