Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.52%
3 year
31.72%
5 year
14.62%
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
29 months through Feb. 28, 2026Volatility (ann.)
16.39%
Sharpe
1.58
Sortino
3.37
Max drawdown
-11.83%
Best month
12.38%
Worst month
-6.78%
Beta vs VTSAX
1.11
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.