Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.35%
3 year
25.47%
5 year
14.92%
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
63 months through Feb. 28, 2026Volatility (ann.)
12.97%
Sharpe
1.74
Sortino
3.42
Max drawdown
-28.34%
Best month
9.59%
Worst month
-10.48%
Beta vs VTSAX
1.03
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.