Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.22%
3 year
16.30%
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
45 months through Feb. 28, 2026Volatility (ann.)
13.85%
Sharpe
1.38
Sortino
2.71
Max drawdown
-11.63%
Best month
12.40%
Worst month
-8.40%
Beta vs VTSAX
0.97
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.