Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.38%
3 year
18.77%
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
53 months through Feb. 28, 2026Volatility (ann.)
18.11%
Sharpe
1.02
Sortino
1.78
Max drawdown
-35.08%
Best month
11.21%
Worst month
-16.65%
Beta vs VTSAX
1.37
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.