Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.46%
3 year
17.74%
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.)
18.54%
Sharpe
0.89
Sortino
1.55
Max drawdown
-21.94%
Best month
11.09%
Worst month
-9.51%
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.