Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.88%
3 year
18.21%
5 year
6.78%
10 year
11.48%
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.)
17.79%
Sharpe
0.91
Sortino
1.68
Max drawdown
-27.42%
Best month
18.11%
Worst month
-21.11%
Beta vs VTSAX
0.00
Correlation
0.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.