Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.36%
3 year
28.23%
5 year
10.77%
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.)
13.19%
Sharpe
2.05
Sortino
4.30
Max drawdown
-34.59%
Best month
11.85%
Worst month
-12.54%
Beta vs VTSAX
1.01
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.