Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.94%
3 year
18.46%
5 year
18.54%
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.)
9.51%
Sharpe
2.00
Sortino
4.28
Max drawdown
-19.54%
Best month
11.29%
Worst month
-10.57%
Beta vs VTSAX
0.53
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.