Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.35%
3 year
22.24%
5 year
8.44%
10 year
10.80%
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.)
12.71%
Sharpe
1.52
Sortino
3.05
Max drawdown
-36.36%
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.