Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.31%
3 year
12.34%
5 year
5.81%
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.)
14.74%
Sharpe
0.91
Sortino
1.63
Max drawdown
-25.47%
Best month
15.81%
Worst month
-12.91%
Beta vs VTSAX
0.61
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.