Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.90%
3 year
41.19%
5 year
15.03%
10 year
15.74%
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.)
15.76%
Sharpe
2.27
Sortino
5.03
Max drawdown
-44.18%
Best month
15.69%
Worst month
-14.17%
Beta vs VTSAX
1.06
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.