Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.69%
3 year
24.03%
5 year
3.32%
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.)
19.27%
Sharpe
1.18
Sortino
2.13
Max drawdown
-46.29%
Best month
20.91%
Worst month
-17.17%
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.