Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.08%
3 year
41.99%
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
57 months through Feb. 28, 2026Volatility (ann.)
26.35%
Sharpe
1.55
Sortino
3.74
Max drawdown
-41.01%
Best month
18.69%
Worst month
-17.37%
Beta vs VTSAX
1.55
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.