Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.67%
3 year
31.68%
5 year
15.06%
10 year
19.64%
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.)
14.84%
Sharpe
2.47
Sortino
6.40
Max drawdown
-34.41%
Best month
13.71%
Worst month
-11.87%
Beta vs VTSAX
0.80
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.