Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.35%
3 year
27.94%
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
54 months through Feb. 28, 2026Volatility (ann.)
26.90%
Sharpe
0.53
Sortino
0.96
Max drawdown
-49.15%
Best month
22.06%
Worst month
-14.69%
Beta vs VTSAX
1.50
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.