Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.50%
3 year
20.83%
5 year
10.07%
10 year
12.25%
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.)
13.22%
Sharpe
1.48
Sortino
2.86
Max drawdown
-29.15%
Best month
14.45%
Worst month
-17.29%
Beta vs VTSAX
1.08
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.