Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.59%
3 year
36.30%
5 year
11.59%
10 year
18.92%
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.)
19.75%
Sharpe
1.60
Sortino
3.24
Max drawdown
-40.24%
Best month
14.82%
Worst month
-13.90%
Beta vs VTSAX
1.34
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.