Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.26%
3 year
21.68%
5 year
15.82%
10 year
13.97%
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.)
12.73%
Sharpe
1.66
Sortino
3.34
Max drawdown
-21.15%
Best month
12.02%
Worst month
-12.53%
Beta vs VTSAX
1.02
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.