Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.37%
3 year
27.52%
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
57 months through Feb. 28, 2026Volatility (ann.)
14.72%
Sharpe
1.53
Sortino
2.99
Max drawdown
-32.66%
Best month
12.00%
Worst month
-11.85%
Beta vs VTSAX
1.07
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.