Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.15%
3 year
26.05%
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
51 months through Feb. 28, 2026Volatility (ann.)
13.07%
Sharpe
1.82
Sortino
3.90
Max drawdown
-30.74%
Best month
11.03%
Worst month
-10.75%
Beta vs VTSAX
0.96
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.