Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.43%
3 year
22.99%
5 year
13.69%
10 year
14.66%
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.)
11.81%
Sharpe
1.83
Sortino
3.86
Max drawdown
-24.81%
Best month
13.10%
Worst month
-12.90%
Beta vs VTSAX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.