Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.26%
3 year
20.27%
5 year
11.23%
10 year
10.78%
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.)
11.28%
Sharpe
1.78
Sortino
3.78
Max drawdown
-25.74%
Best month
10.89%
Worst month
-14.29%
Beta vs VTSAX
0.90
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.