Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.54%
3 year
27.91%
5 year
11.44%
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.)
14.03%
Sharpe
1.72
Sortino
3.59
Max drawdown
-33.77%
Best month
14.26%
Worst month
-12.04%
Beta vs VTSAX
1.12
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.