Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.35%
3 year
13.25%
5 year
6.71%
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
68 months through Feb. 28, 2026Volatility (ann.)
10.97%
Sharpe
1.22
Sortino
2.21
Max drawdown
-20.44%
Best month
7.94%
Worst month
-8.01%
Beta vs VTSAX
0.85
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.