Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.40%
3 year
13.70%
5 year
6.10%
10 year
10.13%
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.)
19.03%
Sharpe
0.69
Sortino
1.25
Max drawdown
-31.32%
Best month
18.19%
Worst month
-23.15%
Beta vs VTSAX
1.30
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.