Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.41%
3 year
22.51%
5 year
14.65%
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.)
11.96%
Sharpe
1.78
Sortino
3.62
Max drawdown
-21.89%
Best month
11.99%
Worst month
-12.19%
Beta vs VTSAX
0.98
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.