Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.52%
3 year
17.23%
5 year
11.30%
10 year
7.89%
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.)
8.18%
Sharpe
2.05
Sortino
4.10
Max drawdown
-22.74%
Best month
9.12%
Worst month
-14.48%
Beta vs VTSAX
0.66
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.