Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.32%
3 year
11.06%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
56 months through Feb. 28, 2026Volatility (ann.)
14.91%
Sharpe
0.80
Sortino
1.37
Max drawdown
-30.16%
Best month
12.03%
Worst month
-10.11%
Beta vs VTSAX
1.00
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.