Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.71%
3 year
24.37%
5 year
13.37%
10 year
10.12%
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.)
11.83%
Sharpe
2.35
Sortino
5.16
Max drawdown
-28.10%
Best month
12.53%
Worst month
-16.18%
Beta vs VTSAX
0.45
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.