Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.88%
3 year
24.23%
5 year
3.47%
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.)
19.29%
Sharpe
1.19
Sortino
2.15
Max drawdown
-46.23%
Best month
20.94%
Worst month
-17.19%
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.