Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.27%
3 year
22.84%
5 year
12.82%
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.)
10.68%
Sharpe
2.09
Sortino
4.81
Max drawdown
-25.57%
Best month
12.61%
Worst month
-13.83%
Beta vs VTSAX
0.82
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.