Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.88%
3 year
20.62%
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
51 months through Feb. 28, 2026Volatility (ann.)
11.46%
Sharpe
1.68
Sortino
3.65
Max drawdown
-25.98%
Best month
9.36%
Worst month
-8.42%
Beta vs VTSAX
0.92
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.