Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.56%
3 year
22.49%
5 year
13.91%
10 year
16.47%
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.)
11.83%
Sharpe
1.94
Sortino
4.18
Max drawdown
-24.02%
Best month
13.26%
Worst month
-10.94%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.