Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.65%
3 year
26.99%
5 year
10.38%
10 year
15.38%
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.)
14.81%
Sharpe
1.46
Sortino
2.86
Max drawdown
-34.83%
Best month
14.22%
Worst month
-11.90%
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.