Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.91%
3 year
22.26%
5 year
13.07%
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.)
11.92%
Sharpe
1.75
Sortino
3.64
Max drawdown
-25.56%
Best month
13.10%
Worst month
-12.18%
Beta vs VTSAX
0.99
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.