Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.23%
3 year
32.79%
5 year
8.07%
10 year
16.03%
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.)
17.15%
Sharpe
1.51
Sortino
3.04
Max drawdown
-44.12%
Best month
16.84%
Worst month
-15.13%
Beta vs VTSAX
1.16
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.