Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.89%
3 year
13.28%
5 year
7.90%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
70 months through Feb. 28, 2026Volatility (ann.)
7.38%
Sharpe
2.12
Sortino
4.80
Max drawdown
-13.46%
Best month
6.54%
Worst month
-5.17%
Beta vs VTSAX
0.25
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.