Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.94%
3 year
28.51%
5 year
3.25%
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.)
15.71%
Sharpe
1.55
Sortino
3.00
Max drawdown
-52.93%
Best month
14.60%
Worst month
-15.09%
Beta vs VTSAX
1.05
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.