Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.26%
3 year
13.41%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
48 months through Feb. 28, 2026Volatility (ann.)
13.73%
Sharpe
0.85
Sortino
1.52
Max drawdown
-13.49%
Best month
9.63%
Worst month
-9.00%
Beta vs VTSAX
0.99
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.