Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.66%
3 year
17.31%
5 year
13.45%
10 year
11.00%
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.)
11.05%
Sharpe
1.78
Sortino
3.52
Max drawdown
-27.27%
Best month
12.98%
Worst month
-17.54%
Beta vs VTSAX
0.81
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.