Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.55%
3 year
17.03%
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
62 months through Feb. 28, 2026Volatility (ann.)
9.12%
Sharpe
1.83
Sortino
3.89
Max drawdown
-19.25%
Best month
7.91%
Worst month
-7.17%
Beta vs VTSAX
0.72
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.