Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.08%
3 year
15.47%
5 year
9.75%
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.)
13.12%
Sharpe
1.21
Sortino
2.38
Max drawdown
-24.83%
Best month
15.01%
Worst month
-17.18%
Beta vs VTSAX
0.99
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.