Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.03%
3 year
10.69%
5 year
13.41%
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.)
16.31%
Sharpe
0.66
Sortino
1.10
Max drawdown
-44.89%
Best month
23.95%
Worst month
-30.41%
Beta vs VTSAX
0.90
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.