Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.54%
3 year
17.47%
5 year
14.71%
10 year
13.19%
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.)
11.26%
Sharpe
1.67
Sortino
3.43
Max drawdown
-24.23%
Best month
14.72%
Worst month
-14.35%
Beta vs VTSAX
0.81
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.