Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.14%
3 year
24.64%
5 year
14.99%
10 year
16.61%
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.)
12.22%
Sharpe
1.91
Sortino
4.20
Max drawdown
-25.49%
Best month
12.78%
Worst month
-13.73%
Beta vs VTSAX
1.00
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.