Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.21%
3 year
15.51%
5 year
16.13%
10 year
12.91%
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.)
11.57%
Sharpe
1.53
Sortino
2.79
Max drawdown
-30.66%
Best month
14.36%
Worst month
-19.88%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.