Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.94%
3 year
13.53%
5 year
8.30%
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.)
9.17%
Sharpe
1.41
Sortino
2.82
Max drawdown
-16.51%
Best month
9.42%
Worst month
-12.03%
Beta vs VTSAX
0.72
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.