Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.96%
3 year
16.15%
5 year
21.03%
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.)
13.47%
Sharpe
1.65
Sortino
3.69
Max drawdown
-45.42%
Best month
23.68%
Worst month
-37.55%
Beta vs VTSAX
0.50
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.