Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.36%
3 year
34.94%
5 year
18.24%
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.)
20.40%
Sharpe
1.71
Sortino
3.76
Max drawdown
-34.78%
Best month
18.91%
Worst month
-13.75%
Beta vs VTSAX
1.37
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.