Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.92%
3 year
33.04%
5 year
15.16%
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
65 months through Feb. 28, 2026Volatility (ann.)
14.96%
Sharpe
1.89
Sortino
4.34
Max drawdown
-32.46%
Best month
12.59%
Worst month
-13.35%
Beta vs VTSAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.