Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.87%
3 year
22.33%
5 year
4.78%
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.)
12.47%
Sharpe
1.62
Sortino
3.12
Max drawdown
-42.20%
Best month
21.71%
Worst month
-16.03%
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.