Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.67%
3 year
33.87%
5 year
17.73%
10 year
16.92%
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
72 months through Feb. 28, 2026Volatility (ann.)
15.95%
Sharpe
1.65
Sortino
3.30
Max drawdown
-28.74%
Best month
14.66%
Worst month
-11.25%
Beta vs VTSAX
1.14
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.