Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.42%
3 year
20.36%
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
39 months through Feb. 28, 2026Volatility (ann.)
11.26%
Sharpe
2.03
Sortino
4.17
Max drawdown
-9.15%
Best month
7.18%
Worst month
-5.47%
Beta vs VTSAX
0.85
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.