Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.11%
3 year
13.45%
5 year
5.92%
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.)
8.04%
Sharpe
1.68
Sortino
3.33
Max drawdown
-22.33%
Best month
8.33%
Worst month
-10.90%
Beta vs VTSAX
0.63
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.