Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.67%
3 year
23.53%
5 year
31.86%
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.)
18.59%
Sharpe
1.56
Sortino
3.33
Max drawdown
-70.24%
Best month
61.66%
Worst month
-60.23%
Beta vs VTSAX
0.64
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.