Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.66%
3 year
13.44%
5 year
7.30%
10 year
7.40%
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.)
10.61%
Sharpe
1.42
Sortino
2.55
Max drawdown
-21.01%
Best month
8.10%
Worst month
-8.39%
Beta vs VTSAX
0.76
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.