Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.17%
3 year
22.04%
5 year
13.73%
10 year
14.29%
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.)
11.47%
Sharpe
1.86
Sortino
3.92
Max drawdown
-16.86%
Best month
12.80%
Worst month
-12.42%
Beta vs VTSAX
-0.15
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.