Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.01%
3 year
16.31%
5 year
10.49%
10 year
9.57%
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.)
8.02%
Sharpe
2.03
Sortino
4.46
Max drawdown
-21.11%
Best month
10.42%
Worst month
-13.93%
Beta vs VTSAX
0.64
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.