Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.72%
3 year
20.42%
5 year
12.38%
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.)
13.40%
Sharpe
1.40
Sortino
2.66
Max drawdown
-27.20%
Best month
9.68%
Worst month
-10.33%
Beta vs VTSAX
1.08
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.