Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.81%
3 year
20.47%
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
46 months through Feb. 28, 2026Volatility (ann.)
13.25%
Sharpe
1.44
Sortino
2.66
Max drawdown
-14.27%
Best month
9.82%
Worst month
-9.41%
Beta vs VTSAX
1.07
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.