Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.16%
3 year
12.91%
5 year
7.32%
10 year
10.09%
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.)
15.73%
Sharpe
0.88
Sortino
1.58
Max drawdown
-29.60%
Best month
15.11%
Worst month
-21.81%
Beta vs VTSAX
1.14
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.