Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.54%
3 year
13.52%
5 year
8.15%
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.)
8.00%
Sharpe
1.62
Sortino
3.28
Max drawdown
-14.36%
Best month
7.87%
Worst month
-9.56%
Beta vs VTSAX
0.60
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.