Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.48%
3 year
20.08%
5 year
11.41%
10 year
13.31%
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
79 months through Feb. 28, 2026Volatility (ann.)
14.77%
Sharpe
1.01
Sortino
1.95
Max drawdown
-27.12%
Best month
18.28%
Worst month
-17.21%
Beta vs VTSAX
1.18
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.