Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.88%
3 year
13.79%
5 year
6.13%
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.)
19.35%
Sharpe
0.68
Sortino
1.22
Max drawdown
-30.60%
Best month
18.45%
Worst month
-21.73%
Beta vs VTSAX
1.35
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.