Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.18%
3 year
29.57%
5 year
11.31%
10 year
15.29%
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.)
14.97%
Sharpe
1.71
Sortino
3.55
Max drawdown
-35.01%
Best month
15.78%
Worst month
-13.20%
Beta vs VTSAX
1.09
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.