Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.43%
3 year
16.36%
5 year
13.91%
10 year
14.28%
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.)
20.70%
Sharpe
0.88
Sortino
1.65
Max drawdown
-31.19%
Best month
15.55%
Worst month
-21.36%
Beta vs VTSAX
1.38
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.