Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.29%
3 year
30.66%
5 year
5.18%
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.)
21.14%
Sharpe
0.78
Sortino
1.41
Max drawdown
-15.72%
Best month
17.22%
Worst month
-9.99%
Beta vs VTSAX
1.45
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.