Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.38%
3 year
13.96%
5 year
7.22%
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.)
9.01%
Sharpe
1.57
Sortino
3.18
Max drawdown
-28.11%
Best month
13.86%
Worst month
-20.89%
Beta vs VTSAX
0.63
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.