Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.08%
3 year
27.41%
5 year
17.32%
10 year
15.56%
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
73 months through Feb. 28, 2026Volatility (ann.)
12.49%
Sharpe
2.05
Sortino
4.35
Max drawdown
-25.07%
Best month
10.85%
Worst month
-9.22%
Beta vs VTSAX
0.99
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.