Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.51%
3 year
22.82%
5 year
2.30%
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.)
19.28%
Sharpe
1.12
Sortino
1.99
Max drawdown
-46.94%
Best month
20.82%
Worst month
-17.29%
Beta vs VTSAX
1.42
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.