Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.30%
3 year
17.06%
5 year
12.61%
10 year
10.01%
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.)
16.92%
Sharpe
1.29
Sortino
2.32
Max drawdown
-20.93%
Best month
12.05%
Worst month
-9.08%
Beta vs VTSAX
0.58
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.