Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.95%
3 year
30.64%
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
48 months through Feb. 28, 2026Volatility (ann.)
22.67%
Sharpe
0.94
Sortino
1.73
Max drawdown
-36.69%
Best month
19.84%
Worst month
-18.49%
Beta vs VTSAX
1.41
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.