Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.39%
3 year
24.14%
5 year
14.12%
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.)
11.97%
Sharpe
1.85
Sortino
4.07
Max drawdown
-23.44%
Best month
13.22%
Worst month
-11.43%
Beta vs VTSAX
0.96
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.