Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.99%
3 year
18.07%
5 year
14.72%
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.)
10.80%
Sharpe
1.80
Sortino
3.61
Max drawdown
-22.79%
Best month
14.60%
Worst month
-13.81%
Beta vs VTSAX
0.82
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.