Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.07%
3 year
15.68%
5 year
9.07%
10 year
10.12%
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.)
10.23%
Sharpe
1.63
Sortino
3.17
Max drawdown
-23.38%
Best month
9.58%
Worst month
-9.65%
Beta vs VTSAX
0.79
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.