Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.31%
3 year
22.68%
5 year
13.68%
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.)
11.61%
Sharpe
1.87
Sortino
3.88
Max drawdown
-24.29%
Best month
13.28%
Worst month
-13.54%
Beta vs VTSAX
0.96
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.