Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.21%
3 year
36.76%
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
45 months through Feb. 28, 2026Volatility (ann.)
21.85%
Sharpe
1.17
Sortino
2.20
Max drawdown
-20.37%
Best month
16.69%
Worst month
-12.02%
Beta vs VTSAX
1.45
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.