Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.71%
3 year
27.24%
5 year
15.24%
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.)
13.05%
Sharpe
1.91
Sortino
4.23
Max drawdown
-26.71%
Best month
14.12%
Worst month
-12.13%
Beta vs VTSAX
1.05
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.