Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.91%
3 year
17.72%
5 year
24.22%
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.)
13.01%
Sharpe
1.64
Sortino
3.69
Max drawdown
-61.74%
Best month
60.37%
Worst month
-49.35%
Beta vs VTSAX
0.45
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.