Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.29%
3 year
16.91%
5 year
11.03%
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.)
8.12%
Sharpe
2.03
Sortino
4.06
Max drawdown
-22.72%
Best month
9.04%
Worst month
-14.51%
Beta vs VTSAX
0.66
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.