Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.47%
3 year
21.59%
5 year
13.75%
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
72 months through Feb. 28, 2026Volatility (ann.)
11.97%
Sharpe
1.70
Sortino
3.43
Max drawdown
-22.11%
Best month
13.76%
Worst month
-12.41%
Beta vs VTSAX
0.94
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.