Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.56%
3 year
10.58%
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.)
18.97%
Sharpe
0.56
Sortino
1.02
Max drawdown
-22.32%
Best month
12.90%
Worst month
-9.61%
Beta vs VTSAX
1.22
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.