Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.35%
3 year
25.32%
5 year
15.00%
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.)
11.70%
Sharpe
2.01
Sortino
4.34
Max drawdown
-24.91%
Best month
12.82%
Worst month
-11.40%
Beta vs VTSAX
0.95
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.