Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.04%
3 year
19.36%
5 year
11.98%
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.)
9.69%
Sharpe
1.98
Sortino
4.33
Max drawdown
-21.40%
Best month
11.67%
Worst month
-14.00%
Beta vs VTSAX
0.79
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.