Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.08%
3 year
17.36%
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
48 months through Feb. 28, 2026Volatility (ann.)
12.50%
Sharpe
1.22
Sortino
2.46
Max drawdown
-15.88%
Best month
11.58%
Worst month
-8.85%
Beta vs VTSAX
0.99
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.