Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.24%
3 year
32.42%
5 year
16.51%
10 year
15.73%
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.)
15.91%
Sharpe
1.57
Sortino
3.09
Max drawdown
-29.42%
Best month
14.62%
Worst month
-11.29%
Beta vs VTSAX
1.14
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.