Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.51%
3 year
13.60%
5 year
12.00%
10 year
8.96%
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
41 months through Feb. 28, 2026Volatility (ann.)
11.78%
Sharpe
1.25
Sortino
2.43
Max drawdown
-7.13%
Best month
13.33%
Worst month
-6.38%
Beta vs VTSAX
0.80
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.