Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.06%
3 year
17.99%
5 year
9.79%
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.)
10.92%
Sharpe
1.70
Sortino
3.45
Max drawdown
-25.06%
Best month
11.48%
Worst month
-13.56%
Beta vs VTSAX
0.86
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.