Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.71%
3 year
22.78%
5 year
14.64%
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
76 months through Feb. 28, 2026Volatility (ann.)
10.88%
Sharpe
2.00
Sortino
4.07
Max drawdown
-22.98%
Best month
12.00%
Worst month
-9.05%
Beta vs VTSAX
0.81
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.