Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.05%
3 year
9.83%
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
57 months through Feb. 28, 2026Volatility (ann.)
7.34%
Sharpe
1.44
Sortino
2.67
Max drawdown
-19.37%
Best month
6.36%
Worst month
-6.87%
Beta vs VTSAX
0.52
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.