Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.14%
3 year
12.98%
5 year
10.83%
10 year
10.53%
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.)
12.23%
Sharpe
1.31
Sortino
2.35
Max drawdown
-25.77%
Best month
13.13%
Worst month
-15.69%
Beta vs VTSAX
0.83
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.