Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.19%
3 year
13.11%
5 year
6.02%
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.)
8.83%
Sharpe
1.54
Sortino
3.00
Max drawdown
-23.63%
Best month
9.86%
Worst month
-11.52%
Beta vs VTSAX
0.67
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.