Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.18%
3 year
29.21%
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
51 months through Feb. 28, 2026Volatility (ann.)
14.47%
Sharpe
1.68
Sortino
3.31
Max drawdown
-28.45%
Best month
11.03%
Worst month
-10.40%
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.