Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.95%
3 year
28.71%
5 year
11.98%
10 year
14.86%
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.)
15.52%
Sharpe
1.59
Sortino
3.06
Max drawdown
-31.29%
Best month
12.10%
Worst month
-12.49%
Beta vs VTSAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.