Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.21%
3 year
20.02%
5 year
10.54%
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
68 months through Feb. 28, 2026Volatility (ann.)
10.65%
Sharpe
2.09
Sortino
4.90
Max drawdown
-27.30%
Best month
12.47%
Worst month
-9.32%
Beta vs VTSAX
0.67
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.