Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.04%
3 year
14.77%
5 year
7.37%
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
72 months through Feb. 28, 2026Volatility (ann.)
9.66%
Sharpe
1.77
Sortino
3.30
Max drawdown
-19.16%
Best month
6.07%
Worst month
-6.00%
Beta vs VTSAX
0.75
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.