Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.77%
3 year
12.36%
5 year
6.80%
10 year
12.65%
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.)
23.38%
Sharpe
0.55
Sortino
0.95
Max drawdown
-28.32%
Best month
22.39%
Worst month
-15.72%
Beta vs VTSAX
1.41
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.