Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.35%
3 year
33.93%
5 year
11.71%
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.)
15.39%
Sharpe
1.81
Sortino
3.83
Max drawdown
-39.34%
Best month
14.97%
Worst month
-15.06%
Beta vs VTSAX
1.08
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.