Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.21%
3 year
22.30%
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
49 months through Feb. 28, 2026Volatility (ann.)
13.16%
Sharpe
1.40
Sortino
2.75
Max drawdown
-21.54%
Best month
10.55%
Worst month
-10.09%
Beta vs VTSAX
1.05
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.