Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.63%
3 year
29.49%
5 year
18.94%
10 year
17.87%
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.)
15.35%
Sharpe
2.07
Sortino
4.98
Max drawdown
-21.30%
Best month
13.73%
Worst month
-8.88%
Beta vs VTSAX
1.06
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.