Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.49%
3 year
21.62%
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
56 months through Feb. 28, 2026Volatility (ann.)
14.27%
Sharpe
1.48
Sortino
2.85
Max drawdown
-32.13%
Best month
10.64%
Worst month
-10.49%
Beta vs VTSAX
1.12
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.