Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
18.79%
5 year
12.12%
10 year
13.17%
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
50 months through Feb. 28, 2026Volatility (ann.)
11.52%
Sharpe
1.61
Sortino
3.27
Max drawdown
-25.48%
Best month
9.77%
Worst month
-9.52%
Beta vs VTSAX
0.91
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.