Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.30%
3 year
22.67%
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
47 months through Feb. 28, 2026Volatility (ann.)
11.85%
Sharpe
1.80
Sortino
3.78
Max drawdown
-20.37%
Best month
9.36%
Worst month
-9.14%
Beta vs VTSAX
0.98
Correlation
1.00
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.