Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.32%
3 year
34.40%
5 year
10.41%
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
32 months through Feb. 28, 2026Volatility (ann.)
16.42%
Sharpe
1.47
Sortino
3.33
Max drawdown
-10.49%
Best month
13.29%
Worst month
-6.03%
Beta vs VTSAX
1.14
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.