Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.21%
3 year
12.79%
5 year
20.35%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through Feb. 28, 2026Volatility (ann.)
15.82%
Sharpe
1.25
Sortino
2.31
Max drawdown
-17.71%
Best month
17.35%
Worst month
-13.93%
Beta vs VTSAX
0.56
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.