Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.17%
3 year
16.66%
5 year
22.77%
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.)
13.45%
Sharpe
1.54
Sortino
3.50
Max drawdown
-55.71%
Best month
36.90%
Worst month
-43.88%
Beta vs VTSAX
0.50
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.