Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.34%
3 year
21.78%
5 year
15.94%
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.)
12.74%
Sharpe
1.67
Sortino
3.36
Max drawdown
-21.11%
Best month
12.03%
Worst month
-12.48%
Beta vs VTSAX
1.02
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.