Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.73%
3 year
12.43%
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.)
9.00%
Sharpe
1.45
Sortino
2.73
Max drawdown
-23.00%
Best month
7.68%
Worst month
-8.16%
Beta vs VTSAX
0.67
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.