Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.11%
3 year
21.88%
5 year
16.21%
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.)
10.59%
Sharpe
2.13
Sortino
4.79
Max drawdown
-25.59%
Best month
11.16%
Worst month
-15.94%
Beta vs VTSAX
0.84
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.