Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.19%
3 year
17.61%
5 year
14.86%
10 year
11.70%
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.)
11.43%
Sharpe
1.39
Sortino
2.65
Max drawdown
-31.81%
Best month
16.23%
Worst month
-21.51%
Beta vs VTSAX
0.90
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.