Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.73%
3 year
29.47%
5 year
14.04%
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.)
15.04%
Sharpe
1.69
Sortino
3.45
Max drawdown
-30.45%
Best month
14.39%
Worst month
-11.34%
Beta vs VTSAX
1.14
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.