Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.69%
3 year
21.21%
5 year
12.20%
10 year
14.19%
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.)
11.96%
Sharpe
1.62
Sortino
3.33
Max drawdown
-25.93%
Best month
12.60%
Worst month
-12.50%
Beta vs VTSAX
0.99
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.