Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.72%
3 year
13.10%
5 year
11.25%
10 year
9.20%
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
72 months through Feb. 28, 2026Volatility (ann.)
13.50%
Sharpe
0.93
Sortino
1.82
Max drawdown
-22.04%
Best month
17.17%
Worst month
-22.04%
Beta vs VTSAX
0.84
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.