Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.04%
3 year
6.02%
5 year
19.69%
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
80 months through Feb. 28, 2026Volatility (ann.)
16.74%
Sharpe
0.86
Sortino
1.43
Max drawdown
-47.55%
Best month
29.52%
Worst month
-27.69%
Beta vs VTSAX
0.24
Correlation
0.17
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.