Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.41%
3 year
19.97%
5 year
11.31%
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
79 months through Feb. 28, 2026Volatility (ann.)
14.79%
Sharpe
1.00
Sortino
1.93
Max drawdown
-27.16%
Best month
18.30%
Worst month
-17.22%
Beta vs VTSAX
1.18
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.