Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.62%
3 year
20.56%
5 year
12.01%
10 year
9.21%
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
78 months through Feb. 28, 2026Volatility (ann.)
10.06%
Sharpe
1.95
Sortino
4.10
Max drawdown
-23.53%
Best month
9.87%
Worst month
-12.76%
Beta vs VTSAX
0.82
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.