Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.26%
3 year
13.17%
5 year
7.92%
10 year
10.56%
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.)
17.79%
Sharpe
0.69
Sortino
1.26
Max drawdown
-30.68%
Best month
20.37%
Worst month
-23.04%
Beta vs VTSAX
1.21
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.