Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.11%
3 year
22.83%
5 year
6.78%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
64 months through Feb. 28, 2026Volatility (ann.)
14.95%
Sharpe
1.29
Sortino
2.49
Max drawdown
-37.89%
Best month
12.65%
Worst month
-12.60%
Beta vs VTSAX
1.18
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.