Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.93%
3 year
16.06%
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
60 months through Feb. 28, 2026Volatility (ann.)
9.61%
Sharpe
1.64
Sortino
3.26
Max drawdown
-21.68%
Best month
7.96%
Worst month
-7.72%
Beta vs VTSAX
0.77
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.