Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.02%
3 year
12.05%
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
61 months through Feb. 28, 2026Volatility (ann.)
16.68%
Sharpe
0.72
Sortino
1.26
Max drawdown
-20.43%
Best month
11.41%
Worst month
-10.08%
Beta vs VTSAX
1.16
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.