Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.30%
3 year
21.71%
5 year
4.27%
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
72 months through Feb. 28, 2026Volatility (ann.)
12.48%
Sharpe
1.57
Sortino
3.00
Max drawdown
-42.67%
Best month
21.68%
Worst month
-16.09%
Beta vs VTSAX
0.92
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.