Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.94%
3 year
15.42%
5 year
11.30%
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.)
10.13%
Sharpe
1.64
Sortino
3.32
Max drawdown
-25.80%
Best month
15.68%
Worst month
-16.99%
Beta vs VTSAX
0.67
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.