Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.09%
3 year
12.96%
5 year
12.08%
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.)
13.87%
Sharpe
1.02
Sortino
1.85
Max drawdown
-38.27%
Best month
19.06%
Worst month
-25.51%
Beta vs VTSAX
0.90
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.