Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.48%
3 year
9.73%
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
59 months through Feb. 28, 2026Volatility (ann.)
7.05%
Sharpe
1.46
Sortino
2.76
Max drawdown
-19.01%
Best month
6.22%
Worst month
-6.53%
Beta vs VTSAX
0.50
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.