Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.18%
3 year
14.84%
5 year
12.29%
10 year
10.09%
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
51 months through Feb. 28, 2026Volatility (ann.)
12.02%
Sharpe
1.29
Sortino
2.44
Max drawdown
-16.38%
Best month
9.52%
Worst month
-8.05%
Beta vs VTSAX
0.79
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.