Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.05%
3 year
43.36%
5 year
15.92%
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
72 months through Feb. 28, 2026Volatility (ann.)
21.44%
Sharpe
1.58
Sortino
3.39
Max drawdown
-51.05%
Best month
21.57%
Worst month
-19.98%
Beta vs VTSAX
1.51
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.