Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.17%
3 year
26.47%
5 year
9.93%
10 year
14.92%
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
72 months through Feb. 28, 2026Volatility (ann.)
14.79%
Sharpe
1.43
Sortino
2.78
Max drawdown
-35.14%
Best month
14.19%
Worst month
-11.91%
Beta vs VTSAX
1.02
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.