Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.80%
3 year
24.73%
5 year
13.45%
10 year
16.00%
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.)
13.21%
Sharpe
1.58
Sortino
3.00
Max drawdown
-26.33%
Best month
13.86%
Worst month
-12.36%
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.