Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.23%
3 year
15.28%
5 year
6.26%
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.)
10.44%
Sharpe
1.65
Sortino
3.15
Max drawdown
-28.85%
Best month
13.46%
Worst month
-11.89%
Beta vs VTSAX
0.57
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.