Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.01%
3 year
18.59%
5 year
7.23%
10 year
9.90%
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.)
19.60%
Sharpe
0.77
Sortino
1.35
Max drawdown
-29.66%
Best month
13.04%
Worst month
-12.36%
Beta vs VTSAX
1.44
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.