Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.07%
3 year
16.36%
5 year
10.51%
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.)
8.06%
Sharpe
2.02
Sortino
4.49
Max drawdown
-21.15%
Best month
10.44%
Worst month
-13.95%
Beta vs VTSAX
0.64
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.