Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.47%
3 year
17.89%
5 year
5.75%
10 year
10.82%
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.)
18.08%
Sharpe
0.73
Sortino
1.42
Max drawdown
-37.44%
Best month
20.55%
Worst month
-22.57%
Beta vs VTSAX
1.12
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.