Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.86%
3 year
17.96%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
42 months through Feb. 28, 2026Volatility (ann.)
12.17%
Sharpe
1.59
Sortino
3.40
Max drawdown
-9.94%
Best month
9.17%
Worst month
-4.77%
Beta vs VTSAX
0.90
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.