Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.02%
3 year
29.84%
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
2023 onward derived from N-PORT monthly returnsRisk statistics
40 months through Feb. 28, 2026Volatility (ann.)
12.97%
Sharpe
1.99
Sortino
4.16
Max drawdown
-9.95%
Best month
8.93%
Worst month
-8.08%
Beta vs VTSAX
0.97
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.