Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.63%
3 year
21.81%
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
57 months through Feb. 28, 2026Volatility (ann.)
11.14%
Sharpe
1.88
Sortino
3.97
Max drawdown
-22.90%
Best month
8.78%
Worst month
-9.10%
Beta vs VTSAX
0.91
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.