Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.96%
3 year
33.33%
5 year
15.61%
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.)
13.83%
Sharpe
2.06
Sortino
4.65
Max drawdown
-30.45%
Best month
14.47%
Worst month
-12.59%
Beta vs VTSAX
1.03
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.