Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.39%
3 year
19.63%
5 year
23.53%
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.)
15.16%
Sharpe
1.73
Sortino
3.99
Max drawdown
-44.56%
Best month
30.16%
Worst month
-35.02%
Beta vs VTSAX
0.58
Correlation
0.46
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.