Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.01%
3 year
11.95%
5 year
7.17%
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.)
7.47%
Sharpe
1.53
Sortino
3.08
Max drawdown
-13.41%
Best month
7.35%
Worst month
-9.27%
Beta vs VTSAX
0.58
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.