Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.04%
3 year
15.16%
5 year
3.85%
10 year
12.96%
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.)
19.29%
Sharpe
0.76
Sortino
1.25
Max drawdown
-34.26%
Best month
15.04%
Worst month
-16.74%
Beta vs VTSAX
1.46
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.