Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.75%
3 year
30.98%
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
49 months through Feb. 28, 2026Volatility (ann.)
15.42%
Sharpe
1.69
Sortino
3.50
Max drawdown
-25.23%
Best month
11.69%
Worst month
-12.06%
Beta vs VTSAX
1.22
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.