Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.74%
3 year
17.91%
5 year
9.81%
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.)
8.72%
Sharpe
1.97
Sortino
4.08
Max drawdown
-21.93%
Best month
10.13%
Worst month
-10.13%
Beta vs VTSAX
0.71
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.