Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.25%
3 year
30.12%
5 year
14.60%
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
1.73
Sortino
3.56
Max drawdown
-30.24%
Best month
14.53%
Worst month
-11.35%
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.