Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.82%
3 year
17.90%
5 year
11.46%
10 year
12.84%
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.)
11.50%
Sharpe
1.54
Sortino
3.06
Max drawdown
-25.83%
Best month
12.78%
Worst month
-17.96%
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.