Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.68%
3 year
15.54%
5 year
8.28%
10 year
8.86%
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
57 months through Feb. 28, 2026Volatility (ann.)
9.46%
Sharpe
1.60
Sortino
3.09
Max drawdown
-16.19%
Best month
5.26%
Worst month
-7.20%
Beta vs VTSAX
0.76
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.