Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.54%
3 year
20.05%
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
48 months through Feb. 28, 2026Volatility (ann.)
13.08%
Sharpe
1.46
Sortino
2.85
Max drawdown
-19.56%
Best month
9.75%
Worst month
-8.73%
Beta vs VTSAX
1.06
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.