Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.47%
3 year
20.64%
5 year
14.48%
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.)
11.50%
Sharpe
1.85
Sortino
3.89
Max drawdown
-14.38%
Best month
12.08%
Worst month
-13.77%
Beta vs VTSAX
-0.08
Correlation
-0.08
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.