Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.70%
3 year
13.14%
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
54 months through Feb. 28, 2026Volatility (ann.)
9.18%
Sharpe
1.50
Sortino
2.93
Max drawdown
-22.64%
Best month
7.41%
Worst month
-8.33%
Beta vs VTSAX
0.70
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.