Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.54%
3 year
18.67%
5 year
9.43%
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.)
10.78%
Sharpe
1.72
Sortino
3.55
Max drawdown
-27.05%
Best month
12.29%
Worst month
-14.66%
Beta vs VTSAX
0.87
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.