Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.74%
3 year
16.91%
5 year
10.39%
10 year
—
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.)
10.88%
Sharpe
1.76
Sortino
3.72
Max drawdown
-17.04%
Best month
11.88%
Worst month
-17.04%
Beta vs VTSAX
-0.07
Correlation
-0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.