Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.90%
3 year
19.59%
5 year
15.21%
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.)
16.94%
Sharpe
0.89
Sortino
1.61
Max drawdown
-33.11%
Best month
16.35%
Worst month
-22.81%
Beta vs VTSAX
1.01
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.