Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.26%
3 year
22.82%
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
49 months through Feb. 28, 2026Volatility (ann.)
10.91%
Sharpe
2.03
Sortino
4.53
Max drawdown
-20.25%
Best month
8.98%
Worst month
-8.91%
Beta vs VTSAX
0.89
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.