Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.70%
3 year
31.04%
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.)
16.21%
Sharpe
1.62
Sortino
3.39
Max drawdown
-34.90%
Best month
13.03%
Worst month
-12.33%
Beta vs VTSAX
1.12
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.