Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.68%
3 year
31.84%
5 year
10.29%
10 year
14.84%
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.)
14.71%
Sharpe
1.80
Sortino
3.75
Max drawdown
-40.36%
Best month
14.98%
Worst month
-15.38%
Beta vs VTSAX
1.09
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.