Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.17%
3 year
23.58%
5 year
13.98%
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
70 months through Feb. 28, 2026Volatility (ann.)
11.70%
Sharpe
1.89
Sortino
4.03
Max drawdown
-25.01%
Best month
11.53%
Worst month
-9.24%
Beta vs VTSAX
0.97
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.