Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.07%
3 year
20.55%
5 year
25.67%
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.)
14.74%
Sharpe
1.66
Sortino
3.86
Max drawdown
-56.36%
Best month
44.68%
Worst month
-45.96%
Beta vs VTSAX
0.53
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.