Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.05%
3 year
29.10%
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
50 months through Feb. 28, 2026Volatility (ann.)
14.48%
Sharpe
1.67
Sortino
3.29
Max drawdown
-23.10%
Best month
11.08%
Worst month
-10.42%
Beta vs VTSAX
1.08
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.