Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.67%
3 year
28.79%
5 year
14.78%
10 year
16.23%
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
51 months through Feb. 28, 2026Volatility (ann.)
14.48%
Sharpe
1.65
Sortino
3.23
Max drawdown
-28.59%
Best month
11.03%
Worst month
-10.37%
Beta vs VTSAX
1.08
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.