Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.74%
3 year
18.32%
5 year
11.77%
10 year
12.91%
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
60 months through Feb. 28, 2026Volatility (ann.)
11.41%
Sharpe
1.57
Sortino
3.16
Max drawdown
-25.33%
Best month
9.31%
Worst month
-9.17%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.