Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.08%
3 year
24.45%
5 year
14.71%
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.)
13.90%
Sharpe
1.70
Sortino
3.34
Max drawdown
-28.22%
Best month
13.07%
Worst month
-11.99%
Beta vs VTSAX
1.14
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.