Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.54%
3 year
13.47%
5 year
11.78%
10 year
12.04%
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.)
10.10%
Sharpe
1.65
Sortino
3.16
Max drawdown
-19.46%
Best month
11.07%
Worst month
-10.96%
Beta vs VTSAX
0.70
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.