Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.39%
3 year
14.65%
5 year
7.08%
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
77 months through Feb. 28, 2026Volatility (ann.)
8.40%
Sharpe
1.98
Sortino
4.34
Max drawdown
-21.69%
Best month
7.81%
Worst month
-11.49%
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.