Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.62%
3 year
30.48%
5 year
14.88%
10 year
15.98%
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.)
15.04%
Sharpe
1.76
Sortino
3.62
Max drawdown
-30.08%
Best month
14.42%
Worst month
-11.31%
Beta vs VTSAX
1.14
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.