Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.72%
3 year
15.49%
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.)
10.27%
Sharpe
1.58
Sortino
3.07
Max drawdown
-24.85%
Best month
8.61%
Worst month
-9.01%
Beta vs VTSAX
0.80
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.