Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.34%
3 year
38.68%
5 year
15.48%
10 year
22.76%
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.)
19.82%
Sharpe
1.61
Sortino
3.52
Max drawdown
-38.43%
Best month
14.96%
Worst month
-13.57%
Beta vs VTSAX
1.31
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.