Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.12%
3 year
16.24%
5 year
8.41%
10 year
6.94%
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
54 months through Feb. 28, 2026Volatility (ann.)
11.71%
Sharpe
1.55
Sortino
3.19
Max drawdown
-24.07%
Best month
9.74%
Worst month
-9.32%
Beta vs VTSAX
0.84
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.