Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.19%
3 year
33.33%
5 year
17.26%
10 year
16.46%
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.)
15.96%
Sharpe
1.61
Sortino
3.21
Max drawdown
-28.99%
Best month
14.60%
Worst month
-11.27%
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.