Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.56%
3 year
22.62%
5 year
14.08%
10 year
14.46%
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.)
11.50%
Sharpe
1.86
Sortino
3.94
Max drawdown
-23.99%
Best month
12.79%
Worst month
-12.39%
Beta vs VTSAX
0.95
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.