Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.44%
3 year
19.29%
5 year
13.11%
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.)
12.61%
Sharpe
1.53
Sortino
3.09
Max drawdown
-23.87%
Best month
13.53%
Worst month
-15.04%
Beta vs VTSAX
1.01
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.