Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.83%
3 year
16.52%
5 year
10.03%
10 year
14.27%
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.)
11.83%
Sharpe
1.31
Sortino
2.55
Max drawdown
-26.14%
Best month
12.11%
Worst month
-11.49%
Beta vs VTSAX
0.94
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.