Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.03%
3 year
23.05%
5 year
13.61%
10 year
16.39%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
11.80%
Sharpe
1.87
Sortino
3.92
Max drawdown
-25.46%
Best month
12.29%
Worst month
-11.49%
Beta vs VTSAX
0.97
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.