Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.25%
3 year
16.28%
5 year
12.91%
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.)
19.20%
Sharpe
0.81
Sortino
1.61
Max drawdown
-38.07%
Best month
16.93%
Worst month
-26.14%
Beta vs VTSAX
1.22
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.