Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.64%
3 year
19.61%
5 year
12.65%
10 year
16.38%
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.)
12.86%
Sharpe
1.58
Sortino
3.19
Max drawdown
-27.69%
Best month
11.12%
Worst month
-9.37%
Beta vs VTSAX
0.94
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.