Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.09%
3 year
20.51%
5 year
16.45%
10 year
13.36%
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.)
18.42%
Sharpe
0.87
Sortino
1.56
Max drawdown
-35.00%
Best month
17.59%
Worst month
-25.61%
Beta vs VTSAX
1.06
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.