Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.94%
3 year
17.79%
5 year
8.02%
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.)
12.99%
Sharpe
1.65
Sortino
3.20
Max drawdown
-28.53%
Best month
11.36%
Worst month
-9.94%
Beta vs VTSAX
0.77
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.