Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.37%
3 year
14.26%
5 year
10.77%
10 year
11.62%
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.)
10.35%
Sharpe
1.68
Sortino
3.33
Max drawdown
-19.10%
Best month
11.34%
Worst month
-9.41%
Beta vs VTSAX
0.69
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.