Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.70%
3 year
31.09%
5 year
14.77%
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
80 months through Feb. 28, 2026Volatility (ann.)
14.97%
Sharpe
1.81
Sortino
3.85
Max drawdown
-31.83%
Best month
14.59%
Worst month
-11.39%
Beta vs VTSAX
1.12
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.