Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.82%
3 year
22.51%
5 year
9.65%
10 year
15.44%
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.)
13.94%
Sharpe
1.26
Sortino
2.52
Max drawdown
-35.38%
Best month
15.19%
Worst month
-12.98%
Beta vs VTSAX
1.02
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.