Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.05%
3 year
17.98%
5 year
9.79%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through Feb. 28, 2026Volatility (ann.)
10.93%
Sharpe
1.70
Sortino
3.45
Max drawdown
-25.03%
Best month
11.47%
Worst month
-9.15%
Beta vs VTSAX
0.87
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.