Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.79%
3 year
15.29%
5 year
11.18%
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.)
10.06%
Sharpe
1.64
Sortino
3.33
Max drawdown
-25.84%
Best month
15.63%
Worst month
-17.00%
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.