Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.85%
3 year
22.44%
5 year
9.95%
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.)
11.16%
Sharpe
2.39
Sortino
5.45
Max drawdown
-32.85%
Best month
13.06%
Worst month
-15.93%
Beta vs VTSAX
0.46
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.