Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.40%
3 year
12.85%
5 year
21.09%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
18.40%
Sharpe
1.17
Sortino
2.53
Max drawdown
-35.60%
Best month
24.59%
Worst month
-24.22%
Beta vs VTSAX
0.66
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.