Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.46%
3 year
15.24%
5 year
13.58%
10 year
12.16%
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.)
17.24%
Sharpe
0.83
Sortino
1.57
Max drawdown
-36.54%
Best month
19.48%
Worst month
-24.66%
Beta vs VTSAX
1.20
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.