Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.96%
3 year
16.28%
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.)
11.19%
Sharpe
1.53
Sortino
2.99
Max drawdown
-24.77%
Best month
8.70%
Worst month
-9.36%
Beta vs VTSAX
0.87
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.