Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.28%
3 year
14.60%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
54 months through Feb. 28, 2026Volatility (ann.)
10.36%
Sharpe
1.49
Sortino
2.93
Max drawdown
-24.57%
Best month
8.09%
Worst month
-9.19%
Beta vs VTSAX
0.79
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.