Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.54%
3 year
22.13%
5 year
13.90%
10 year
14.53%
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.)
11.48%
Sharpe
1.89
Sortino
4.02
Max drawdown
-16.64%
Best month
12.87%
Worst month
-12.32%
Beta vs VTSAX
-0.15
Correlation
-0.16
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.