Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.51%
3 year
18.38%
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.)
26.25%
Sharpe
0.70
Sortino
1.21
Max drawdown
-36.18%
Best month
15.90%
Worst month
-12.12%
Beta vs VTSAX
1.69
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.