Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.90%
3 year
18.88%
5 year
12.80%
10 year
12.23%
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.)
11.42%
Sharpe
1.69
Sortino
3.49
Max drawdown
-14.59%
Best month
12.12%
Worst month
-14.59%
Beta vs VTSAX
-0.10
Correlation
-0.10
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.