Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.73%
3 year
19.60%
5 year
13.67%
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
78 months through Feb. 28, 2026Volatility (ann.)
12.65%
Sharpe
1.54
Sortino
3.13
Max drawdown
-24.70%
Best month
13.67%
Worst month
-16.23%
Beta vs VTSAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.