Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.81%
3 year
18.31%
5 year
10.60%
10 year
12.36%
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.)
10.93%
Sharpe
1.64
Sortino
3.37
Max drawdown
-21.90%
Best month
12.43%
Worst month
-13.53%
Beta vs VTSAX
0.84
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.