Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.33%
3 year
14.69%
5 year
—
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
51 months through Feb. 28, 2026Volatility (ann.)
17.62%
Sharpe
0.69
Sortino
1.27
Max drawdown
-32.05%
Best month
11.67%
Worst month
-11.90%
Beta vs VTSAX
1.36
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.