Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.94%
3 year
16.90%
5 year
9.09%
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.)
10.74%
Sharpe
1.63
Sortino
3.25
Max drawdown
-25.13%
Best month
11.53%
Worst month
-13.51%
Beta vs VTSAX
0.84
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.