Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.44%
3 year
18.12%
5 year
3.50%
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.)
21.20%
Sharpe
0.82
Sortino
1.41
Max drawdown
-40.00%
Best month
14.95%
Worst month
-15.61%
Beta vs VTSAX
1.50
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.