Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.47%
3 year
15.02%
5 year
10.91%
10 year
9.78%
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.)
10.09%
Sharpe
1.60
Sortino
3.22
Max drawdown
-25.88%
Best month
15.56%
Worst month
-17.03%
Beta vs VTSAX
0.67
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.