Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.47%
3 year
14.74%
5 year
12.82%
10 year
10.74%
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.)
12.87%
Sharpe
1.23
Sortino
2.28
Max drawdown
-31.43%
Best month
17.53%
Worst month
-20.53%
Beta vs VTSAX
0.89
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.