Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.27%
3 year
34.49%
5 year
11.13%
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.)
13.50%
Sharpe
2.21
Sortino
4.72
Max drawdown
-44.40%
Best month
15.00%
Worst month
-14.86%
Beta vs VTSAX
0.97
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.