Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.21%
3 year
13.26%
5 year
12.46%
10 year
12.48%
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.)
15.77%
Sharpe
1.32
Sortino
2.44
Max drawdown
-21.71%
Best month
11.29%
Worst month
-13.31%
Beta vs VTSAX
0.58
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.