Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.41%
3 year
15.08%
5 year
13.25%
10 year
10.31%
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.)
11.87%
Sharpe
1.36
Sortino
2.52
Max drawdown
-25.91%
Best month
12.78%
Worst month
-17.15%
Beta vs VTSAX
0.81
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.