Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.26%
3 year
23.08%
5 year
11.50%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
13.56%
Sharpe
1.56
Sortino
3.08
Max drawdown
-29.09%
Best month
12.95%
Worst month
-9.53%
Beta vs VTSAX
1.03
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.