Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.14%
3 year
17.47%
5 year
9.23%
10 year
10.56%
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.)
10.00%
Sharpe
1.78
Sortino
3.63
Max drawdown
-24.89%
Best month
11.33%
Worst month
-12.13%
Beta vs VTSAX
0.78
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.