Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.00%
3 year
19.18%
5 year
10.58%
10 year
11.58%
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.)
11.08%
Sharpe
1.76
Sortino
3.50
Max drawdown
-24.99%
Best month
12.17%
Worst month
-12.91%
Beta vs VTSAX
0.88
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.