Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.34%
3 year
16.93%
5 year
14.25%
10 year
13.16%
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.)
12.08%
Sharpe
1.51
Sortino
2.96
Max drawdown
-26.81%
Best month
14.90%
Worst month
-16.87%
Beta vs VTSAX
0.89
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.