Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.05%
3 year
15.29%
5 year
14.04%
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.)
12.51%
Sharpe
1.49
Sortino
2.96
Max drawdown
-29.10%
Best month
15.35%
Worst month
-17.56%
Beta vs VTSAX
0.75
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.