Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.03%
3 year
19.83%
5 year
11.93%
10 year
8.86%
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.)
11.61%
Sharpe
1.93
Sortino
3.98
Max drawdown
-31.24%
Best month
15.73%
Worst month
-20.87%
Beta vs VTSAX
0.51
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.