Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.50%
3 year
16.24%
5 year
14.24%
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.)
8.92%
Sharpe
2.06
Sortino
5.56
Max drawdown
-14.32%
Best month
15.35%
Worst month
-10.56%
Beta vs VTSAX
0.55
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.