Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.42%
3 year
25.08%
5 year
14.37%
10 year
6.94%
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
47 months through Feb. 28, 2026Volatility (ann.)
20.48%
Sharpe
0.86
Sortino
1.50
Max drawdown
-27.14%
Best month
13.55%
Worst month
-14.55%
Beta vs VTSAX
1.45
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.