Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.25%
3 year
36.53%
5 year
8.95%
10 year
17.03%
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.)
20.73%
Sharpe
1.50
Sortino
3.13
Max drawdown
-48.48%
Best month
16.79%
Worst month
-16.50%
Beta vs VTSAX
1.44
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.