Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.65%
3 year
15.40%
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
53 months through Feb. 28, 2026Volatility (ann.)
7.73%
Sharpe
1.86
Sortino
3.98
Max drawdown
-17.03%
Best month
6.71%
Worst month
-6.99%
Beta vs VTSAX
0.63
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.