Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.73%
3 year
20.46%
5 year
6.06%
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.)
15.62%
Sharpe
0.91
Sortino
1.67
Max drawdown
-14.54%
Best month
12.67%
Worst month
-6.73%
Beta vs VTSAX
1.21
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.