Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.57%
3 year
14.71%
5 year
5.73%
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.)
10.43%
Sharpe
1.60
Sortino
3.01
Max drawdown
-29.26%
Best month
13.45%
Worst month
-11.95%
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.