Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.90%
3 year
10.73%
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
57 months through Feb. 28, 2026Volatility (ann.)
8.04%
Sharpe
1.42
Sortino
2.64
Max drawdown
-21.23%
Best month
6.96%
Worst month
-7.59%
Beta vs VTSAX
0.58
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.