Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.66%
3 year
36.91%
5 year
9.26%
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
1.52
Sortino
3.19
Max drawdown
-48.33%
Best month
16.81%
Worst month
-16.47%
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.