Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.06%
3 year
31.14%
5 year
11.44%
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.)
13.44%
Sharpe
2.09
Sortino
4.54
Max drawdown
-33.46%
Best month
14.00%
Worst month
-16.27%
Beta vs VTSAX
1.04
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.