Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.19%
3 year
19.93%
5 year
10.98%
10 year
10.64%
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.)
11.30%
Sharpe
1.75
Sortino
3.71
Max drawdown
-25.81%
Best month
10.78%
Worst month
-14.44%
Beta vs VTSAX
0.90
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.