Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.37%
3 year
20.38%
5 year
12.19%
10 year
11.24%
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.)
10.73%
Sharpe
2.05
Sortino
4.71
Max drawdown
-24.70%
Best month
13.09%
Worst month
-15.48%
Beta vs VTSAX
0.70
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.