Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.54%
3 year
36.82%
5 year
9.19%
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.)
20.72%
Sharpe
1.51
Sortino
3.17
Max drawdown
-48.36%
Best month
16.79%
Worst month
-16.49%
Beta vs VTSAX
1.44
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.