Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
74.56%
3 year
49.87%
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
48 months through Feb. 28, 2026Volatility (ann.)
14.86%
Sharpe
3.82
Sortino
9.85
Max drawdown
-30.60%
Best month
12.78%
Worst month
-11.11%
Beta vs VTSAX
0.70
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.