Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.14%
3 year
23.39%
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
53 months through Feb. 28, 2026Volatility (ann.)
27.71%
Sharpe
1.03
Sortino
2.16
Max drawdown
-40.54%
Best month
19.56%
Worst month
-14.40%
Beta vs VTSAX
1.58
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.