Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.56%
3 year
20.22%
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.)
13.42%
Sharpe
1.40
Sortino
2.57
Max drawdown
-26.57%
Best month
9.60%
Worst month
-9.44%
Beta vs VTSAX
1.08
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.