Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.35%
3 year
17.75%
5 year
7.88%
10 year
13.56%
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.)
16.57%
Sharpe
0.97
Sortino
1.84
Max drawdown
-29.92%
Best month
14.36%
Worst month
-16.88%
Beta vs VTSAX
1.28
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.