Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.51%
3 year
13.26%
5 year
12.23%
10 year
10.95%
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.)
11.68%
Sharpe
1.15
Sortino
2.13
Max drawdown
-28.57%
Best month
15.12%
Worst month
-17.72%
Beta vs VTSAX
0.79
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.