Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.03%
3 year
41.37%
5 year
15.19%
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.)
15.76%
Sharpe
2.28
Sortino
5.06
Max drawdown
-44.07%
Best month
15.73%
Worst month
-14.16%
Beta vs VTSAX
1.06
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.