Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.18%
3 year
—
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
34 months through Feb. 28, 2026Volatility (ann.)
21.40%
Sharpe
1.50
Sortino
3.28
Max drawdown
-17.73%
Best month
16.09%
Worst month
-9.81%
Beta vs VTSAX
1.33
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.