Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.40%
3 year
12.07%
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
50 months through Feb. 28, 2026Volatility (ann.)
20.67%
Sharpe
0.59
Sortino
1.09
Max drawdown
-20.93%
Best month
13.18%
Worst month
-9.55%
Beta vs VTSAX
1.31
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.