Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.24%
3 year
10.18%
5 year
8.45%
10 year
—
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
73 months through Feb. 28, 2026Volatility (ann.)
14.17%
Sharpe
0.73
Sortino
1.23
Max drawdown
-20.72%
Best month
21.02%
Worst month
-10.61%
Beta vs VTSAX
0.81
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.