Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.94%
3 year
16.78%
5 year
11.08%
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
75 months through Feb. 28, 2026Volatility (ann.)
16.69%
Sharpe
1.03
Sortino
2.00
Max drawdown
-30.30%
Best month
12.60%
Worst month
-21.32%
Beta vs VTSAX
1.13
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.