Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.30%
3 year
27.85%
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
41 months through Feb. 28, 2026Volatility (ann.)
15.02%
Sharpe
1.66
Sortino
3.90
Max drawdown
-10.18%
Best month
10.66%
Worst month
-6.79%
Beta vs VTSAX
1.12
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.