Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.12%
3 year
28.92%
5 year
8.10%
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
68 months through Feb. 28, 2026Volatility (ann.)
18.24%
Sharpe
1.23
Sortino
2.34
Max drawdown
-43.31%
Best month
13.53%
Worst month
-15.33%
Beta vs VTSAX
1.33
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.