Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.57%
3 year
30.74%
5 year
11.57%
10 year
15.67%
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.)
15.52%
Sharpe
1.65
Sortino
3.33
Max drawdown
-36.13%
Best month
14.46%
Worst month
-13.83%
Beta vs VTSAX
1.12
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.