Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.80%
3 year
14.02%
5 year
11.85%
10 year
10.63%
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.)
15.36%
Sharpe
0.96
Sortino
1.84
Max drawdown
-32.46%
Best month
15.57%
Worst month
-21.34%
Beta vs VTSAX
1.06
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.