Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.27%
3 year
24.01%
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.)
13.20%
Sharpe
1.62
Sortino
3.26
Max drawdown
-29.37%
Best month
11.20%
Worst month
-10.54%
Beta vs VTSAX
1.04
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.