Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.26%
3 year
17.66%
5 year
9.57%
10 year
11.19%
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.)
8.71%
Sharpe
1.95
Sortino
4.04
Max drawdown
-22.09%
Best month
10.40%
Worst month
-10.25%
Beta vs VTSAX
0.71
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.