Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.77%
3 year
16.83%
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.)
9.15%
Sharpe
1.96
Sortino
3.96
Max drawdown
-16.61%
Best month
7.86%
Worst month
-7.80%
Beta vs VTSAX
0.62
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.