Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.03%
3 year
19.83%
5 year
23.83%
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.)
13.05%
Sharpe
1.87
Sortino
4.46
Max drawdown
-59.51%
Best month
45.35%
Worst month
-48.48%
Beta vs VTSAX
0.45
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.