Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.41%
3 year
28.26%
5 year
10.81%
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.)
13.20%
Sharpe
2.05
Sortino
4.31
Max drawdown
-34.56%
Best month
11.85%
Worst month
-12.55%
Beta vs VTSAX
1.01
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.