Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.71%
3 year
15.30%
5 year
0.49%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
23.04%
Sharpe
0.46
Sortino
0.77
Max drawdown
-59.29%
Best month
24.41%
Worst month
-21.92%
Beta vs VTSAX
1.38
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.