Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.29%
3 year
35.20%
5 year
19.35%
10 year
12.78%
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.)
21.99%
Sharpe
1.63
Sortino
3.47
Max drawdown
-40.33%
Best month
22.42%
Worst month
-15.47%
Beta vs VTSAX
1.28
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.