Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.84%
3 year
9.94%
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
41 months through Feb. 28, 2026Volatility (ann.)
25.94%
Sharpe
0.35
Sortino
0.57
Max drawdown
-33.68%
Best month
16.41%
Worst month
-13.61%
Beta vs VTSAX
1.63
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.