Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.11%
3 year
15.70%
5 year
3.27%
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.)
19.72%
Sharpe
0.70
Sortino
1.23
Max drawdown
-33.43%
Best month
17.65%
Worst month
-19.07%
Beta vs VTSAX
1.46
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.