Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.42%
3 year
16.09%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
54 months through Feb. 28, 2026Volatility (ann.)
8.17%
Sharpe
1.84
Sortino
3.63
Max drawdown
-17.98%
Best month
5.97%
Worst month
-5.95%
Beta vs VTSAX
0.66
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.