Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.41%
3 year
24.48%
5 year
32.85%
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.)
18.52%
Sharpe
1.62
Sortino
3.50
Max drawdown
-69.97%
Best month
61.04%
Worst month
-60.14%
Beta vs VTSAX
0.64
Correlation
0.42
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.