Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.94%
3 year
23.80%
5 year
12.64%
10 year
15.27%
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.)
13.19%
Sharpe
1.51
Sortino
2.83
Max drawdown
-26.76%
Best month
13.80%
Worst month
-12.37%
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.