Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.28%
3 year
14.53%
5 year
6.63%
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
62 months through Feb. 28, 2026Volatility (ann.)
8.40%
Sharpe
1.97
Sortino
4.28
Max drawdown
-21.80%
Best month
7.81%
Worst month
-6.90%
Beta vs VTSAX
0.48
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.