Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.84%
3 year
16.46%
5 year
22.99%
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.)
12.99%
Sharpe
1.55
Sortino
3.40
Max drawdown
-62.03%
Best month
60.39%
Worst month
-49.56%
Beta vs VTSAX
0.45
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.