Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.32%
3 year
12.41%
5 year
11.45%
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.)
10.38%
Sharpe
1.54
Sortino
2.94
Max drawdown
-24.39%
Best month
11.87%
Worst month
-14.84%
Beta vs VTSAX
0.58
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.