Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.39%
3 year
13.27%
5 year
8.03%
10 year
10.65%
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.)
17.81%
Sharpe
0.70
Sortino
1.27
Max drawdown
-30.69%
Best month
20.31%
Worst month
-23.01%
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.