Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.42%
3 year
18.92%
5 year
23.61%
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.)
15.28%
Sharpe
1.62
Sortino
3.59
Max drawdown
-54.59%
Best month
39.84%
Worst month
-44.73%
Beta vs VTSAX
0.63
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.