Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.14%
3 year
15.27%
5 year
3.96%
10 year
12.95%
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.)
19.28%
Sharpe
0.76
Sortino
1.26
Max drawdown
-34.07%
Best month
15.01%
Worst month
-16.73%
Beta vs VTSAX
1.46
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.