Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.77%
3 year
22.41%
5 year
16.29%
10 year
14.99%
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.)
21.27%
Sharpe
0.65
Sortino
1.15
Max drawdown
-28.61%
Best month
15.17%
Worst month
-14.76%
Beta vs VTSAX
1.38
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.