Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.04%
3 year
22.29%
5 year
13.08%
10 year
14.23%
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.)
12.08%
Sharpe
1.73
Sortino
3.58
Max drawdown
-24.90%
Best month
13.26%
Worst month
-13.81%
Beta vs VTSAX
1.00
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.