Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.50%
3 year
22.26%
5 year
15.07%
10 year
14.46%
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.)
10.71%
Sharpe
2.01
Sortino
4.47
Max drawdown
-13.33%
Best month
12.95%
Worst month
-11.70%
Beta vs VTSAX
-0.13
Correlation
-0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.