Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.16%
3 year
20.02%
5 year
10.53%
10 year
10.42%
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.)
10.66%
Sharpe
2.09
Sortino
4.91
Max drawdown
-27.29%
Best month
12.47%
Worst month
-15.68%
Beta vs VTSAX
0.67
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.