Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.13%
3 year
17.98%
5 year
9.80%
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.)
10.94%
Sharpe
1.70
Sortino
3.43
Max drawdown
-25.06%
Best month
11.49%
Worst month
-13.60%
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.