Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
34.58%
5 year
12.01%
10 year
18.19%
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.)
18.04%
Sharpe
1.59
Sortino
3.18
Max drawdown
-38.58%
Best month
14.92%
Worst month
-13.30%
Beta vs VTSAX
1.23
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.