Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.53%
3 year
19.27%
5 year
13.38%
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.)
16.47%
Sharpe
1.38
Sortino
2.95
Max drawdown
-27.89%
Best month
16.67%
Worst month
-20.00%
Beta vs VTSAX
1.14
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.