Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.30%
3 year
22.43%
5 year
13.92%
10 year
14.30%
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.)
11.50%
Sharpe
1.85
Sortino
3.89
Max drawdown
-24.11%
Best month
12.78%
Worst month
-12.39%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.