Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.19%
3 year
21.72%
5 year
12.87%
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
71 months through Feb. 28, 2026Volatility (ann.)
11.03%
Sharpe
1.88
Sortino
4.01
Max drawdown
-25.18%
Best month
12.83%
Worst month
-9.21%
Beta vs VTSAX
0.90
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.