Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.03%
3 year
17.30%
5 year
14.62%
10 year
13.39%
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.)
11.73%
Sharpe
1.60
Sortino
3.14
Max drawdown
-26.09%
Best month
14.56%
Worst month
-16.18%
Beta vs VTSAX
0.87
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.