Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.82%
3 year
17.86%
5 year
4.39%
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
66 months through Feb. 28, 2026Volatility (ann.)
13.22%
Sharpe
1.17
Sortino
2.21
Max drawdown
-38.19%
Best month
9.84%
Worst month
-10.74%
Beta vs VTSAX
1.01
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.