Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.28%
3 year
16.56%
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
41 months through Feb. 28, 2026Volatility (ann.)
18.53%
Sharpe
0.83
Sortino
1.42
Max drawdown
-22.28%
Best month
10.99%
Worst month
-9.59%
Beta vs VTSAX
1.38
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.