Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.61%
3 year
15.89%
5 year
9.53%
10 year
13.58%
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.)
14.74%
Sharpe
1.00
Sortino
1.83
Max drawdown
-24.60%
Best month
15.90%
Worst month
-12.82%
Beta vs VTSAX
0.61
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.