Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.58%
3 year
21.18%
5 year
14.49%
10 year
13.30%
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.)
11.14%
Sharpe
1.94
Sortino
4.15
Max drawdown
-14.52%
Best month
12.38%
Worst month
-14.52%
Beta vs VTSAX
-0.13
Correlation
-0.14
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.