Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.89%
3 year
16.43%
5 year
8.51%
10 year
9.47%
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.)
8.56%
Sharpe
1.80
Sortino
3.83
Max drawdown
-20.32%
Best month
9.06%
Worst month
-8.90%
Beta vs VTSAX
0.69
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.