Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.11%
3 year
22.00%
5 year
8.22%
10 year
10.59%
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.)
12.69%
Sharpe
1.50
Sortino
3.00
Max drawdown
-36.49%
Best month
10.84%
Worst month
-13.72%
Beta vs VTSAX
0.97
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.