Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.47%
3 year
33.50%
5 year
15.75%
10 year
18.17%
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.)
15.22%
Sharpe
1.80
Sortino
3.82
Max drawdown
-31.81%
Best month
14.80%
Worst month
-13.12%
Beta vs VTSAX
1.10
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.