Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.70%
3 year
12.49%
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.)
16.06%
Sharpe
0.81
Sortino
1.48
Max drawdown
-21.52%
Best month
10.83%
Worst month
-9.87%
Beta vs VTSAX
1.12
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.