Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.84%
3 year
15.60%
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.)
12.60%
Sharpe
1.23
Sortino
2.28
Max drawdown
-8.89%
Best month
9.83%
Worst month
-6.53%
Beta vs VTSAX
0.90
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.