Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.79%
3 year
21.60%
5 year
15.91%
10 year
13.50%
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.)
10.58%
Sharpe
2.10
Sortino
4.69
Max drawdown
-25.59%
Best month
11.09%
Worst month
-15.89%
Beta vs VTSAX
0.84
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.