Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.23%
3 year
29.02%
5 year
12.27%
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.)
15.54%
Sharpe
1.61
Sortino
3.11
Max drawdown
-31.16%
Best month
12.13%
Worst month
-12.47%
Beta vs VTSAX
1.11
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.