Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
21.61%
5 year
12.59%
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.)
11.98%
Sharpe
1.65
Sortino
3.41
Max drawdown
-25.75%
Best month
12.65%
Worst month
-12.50%
Beta vs VTSAX
0.99
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.