Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.10%
3 year
24.81%
5 year
14.28%
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
69 months through Feb. 28, 2026Volatility (ann.)
13.75%
Sharpe
1.69
Sortino
3.43
Max drawdown
-28.33%
Best month
11.30%
Worst month
-9.21%
Beta vs VTSAX
1.10
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.