Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.37%
3 year
22.19%
5 year
11.97%
10 year
13.48%
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.)
16.36%
Sharpe
1.38
Sortino
2.86
Max drawdown
-28.17%
Best month
17.10%
Worst month
-17.02%
Beta vs VTSAX
1.22
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.