Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.28%
3 year
19.51%
5 year
23.39%
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.)
15.15%
Sharpe
1.72
Sortino
3.98
Max drawdown
-44.44%
Best month
29.90%
Worst month
-34.89%
Beta vs VTSAX
0.59
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.