Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.90%
3 year
30.80%
5 year
15.18%
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.)
15.06%
Sharpe
1.78
Sortino
3.68
Max drawdown
-29.98%
Best month
14.50%
Worst month
-11.28%
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.