Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.56%
3 year
30.31%
5 year
8.45%
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.)
17.07%
Sharpe
1.39
Sortino
2.76
Max drawdown
-42.41%
Best month
17.09%
Worst month
-15.67%
Beta vs VTSAX
1.26
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.