Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.88%
3 year
20.56%
5 year
11.87%
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.)
14.77%
Sharpe
1.04
Sortino
2.02
Max drawdown
-26.89%
Best month
18.32%
Worst month
-17.17%
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.