Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.54%
3 year
16.48%
5 year
7.95%
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.)
10.57%
Sharpe
1.90
Sortino
3.91
Max drawdown
-19.54%
Best month
12.28%
Worst month
-16.99%
Beta vs VTSAX
-0.10
Correlation
-0.11
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.