Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.73%
3 year
—
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
78 months through Feb. 28, 2026Volatility (ann.)
20.42%
Sharpe
1.75
Sortino
3.91
Max drawdown
-34.42%
Best month
18.97%
Worst month
-13.69%
Beta vs VTSAX
1.37
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.