Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.92%
3 year
22.53%
5 year
8.58%
10 year
12.46%
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
72 months through Feb. 28, 2026Volatility (ann.)
12.73%
Sharpe
1.79
Sortino
3.54
Max drawdown
-34.27%
Best month
12.82%
Worst month
-16.80%
Beta vs VTSAX
0.99
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.