Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.44%
3 year
27.18%
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.)
16.11%
Sharpe
1.36
Sortino
2.84
Max drawdown
-45.18%
Best month
17.70%
Worst month
-14.69%
Beta vs VTSAX
1.19
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.