Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.91%
3 year
17.46%
5 year
11.81%
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
78 months through Feb. 28, 2026Volatility (ann.)
13.95%
Sharpe
1.19
Sortino
2.35
Max drawdown
-23.62%
Best month
14.61%
Worst month
-11.99%
Beta vs VTSAX
1.06
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.