Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.74%
3 year
21.30%
5 year
26.38%
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.)
14.71%
Sharpe
1.71
Sortino
4.02
Max drawdown
-56.09%
Best month
44.31%
Worst month
-45.88%
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.