Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.04%
3 year
10.66%
5 year
7.61%
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.)
18.06%
Sharpe
0.57
Sortino
1.00
Max drawdown
-33.16%
Best month
23.78%
Worst month
-19.51%
Beta vs VTSAX
1.15
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.