Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.59%
3 year
14.29%
5 year
6.98%
10 year
8.77%
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
80 months through Feb. 28, 2026Volatility (ann.)
9.94%
Sharpe
1.49
Sortino
2.97
Max drawdown
-23.79%
Best month
10.47%
Worst month
-13.17%
Beta vs VTSAX
0.77
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.