Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.30%
3 year
16.40%
5 year
4.45%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
65 months through Feb. 28, 2026Volatility (ann.)
14.87%
Sharpe
1.06
Sortino
1.89
Max drawdown
-35.81%
Best month
16.67%
Worst month
-11.66%
Beta vs VTSAX
1.15
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.