Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.56%
3 year
28.42%
5 year
10.28%
10 year
14.73%
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.)
17.03%
Sharpe
1.41
Sortino
2.59
Max drawdown
-35.12%
Best month
15.38%
Worst month
-11.99%
Beta vs VTSAX
1.24
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.