Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.91%
3 year
17.53%
5 year
11.65%
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.)
8.21%
Sharpe
2.09
Sortino
4.19
Max drawdown
-22.59%
Best month
9.07%
Worst month
-14.37%
Beta vs VTSAX
0.66
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.