Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.65%
3 year
24.60%
5 year
13.37%
10 year
16.03%
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.)
13.20%
Sharpe
1.57
Sortino
2.98
Max drawdown
-26.37%
Best month
13.86%
Worst month
-12.32%
Beta vs VTSAX
0.96
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.