Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.49%
3 year
17.80%
5 year
8.10%
10 year
13.12%
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
48 months through Feb. 28, 2026Volatility (ann.)
18.55%
Sharpe
0.89
Sortino
1.56
Max drawdown
-21.93%
Best month
11.08%
Worst month
-11.11%
Beta vs VTSAX
1.38
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.