Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.05%
3 year
13.57%
5 year
8.38%
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.)
16.66%
Sharpe
0.94
Sortino
1.65
Max drawdown
-31.03%
Best month
17.30%
Worst month
-22.89%
Beta vs VTSAX
1.22
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.